Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STILES FINANCIAL SERVICES INC | COM | 1051 | $2,962,080 | 17,001 | 0.00 | 0.00 | 430 | 2.59 | 03-31-2024 |
MATHER GROUP LLC | COM | 1052 | $2,887,645 | 16,940 | 0.00 | 0.00 | 694 | 4.27 | 12-31-2023 |
TYCHE WEALTH PARTNERS LLC | COM | 1053 | $2,946,233 | 16,912 | 0.00 | 0.00 | -89 | -0.52 | 03-31-2024 |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 1054 | $2,991,992 | 16,902 | 0.00 | 0.00 | 12,786 | 310.64 | 03-31-2024 |