Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFFINITY WEALTH MANAGEMENT LLC | COM | 1101 | $270,686 | 2,981 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHOREHAVEN WEALTH PARTNERS LLC | COM | 1102 | $270,642 | 2,975 | 0.00 | 0.00 | 18 | 0.61 | 12-31-2023 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 1103 | $265,815 | 2,922 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FSB PREMIER WEALTH MANAGEMENT INC | COM | 1104 | $249,663 | 2,919 | 0.00 | 0.00 | -519 | -15.10 | 09-30-2023 |