Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1101 | $580,795 | 3,357 | 0.00 | 3,357 | +Inf | 03-31-2024 | |
ATLANTA CONSULTING GROUP ADVISORS LLC | COM | 1102 | $580,622 | 3,356 | 0.00 | 3,356 | +Inf | 03-31-2024 | |
CHECCHI CAPITAL ADVISERS LLC | COM | 1103 | $578,565 | 3,344 | 0.00 | 0.00 | 26 | 0.78 | 03-31-2024 |
ARIES WEALTH MANAGEMENT | COM | 1104 | $466,833 | 3,335 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |