Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | CL A | 1101 | $355,423 | 2,066 | 0.00 | 0.00 | 88 | 4.45 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | CL A | 1102 | $354,266 | 2,059 | 0.00 | 0.00 | 172 | 9.11 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 1103 | $351,691 | 2,045 | 0.00 | 0.00 | -44 | -2.11 | 03-31-2024 |
LAIDLAW WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 2,031 | +Inf | 12-31-2023 |