Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 1051 | $757,040 | 3,674 | 0.00 | 0.00 | 589 | 19.09 | 03-31-2024 |
SHIRA RIDGE WEALTH MANAGEMENT | COM | 1052 | $755,741 | 3,669 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 1053 | $755,000 | 3,664 | 0.15 | 0.08 | 1,681 | 84.77 | 03-31-2024 |
AMPLIUS WEALTH ADVISORS LLC | COM | 1054 | $690,808 | 3,646 | 0.00 | 0.00 | -515 | -12.38 | 12-31-2023 |