Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC SAGE PARTNERS LLC | COM | 1101 | $1,798,543 | 6,330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESONANT CAPITAL ADVISORS LLC | COM | 1102 | $1,860,988 | 6,311 | 0.00 | 0.00 | 2,165 | 52.22 | 12-31-2023 |
PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,300 | +Inf | 12-31-2023 | |
PERIGON WEALTH MANAGEMENT LLC | COM | 1104 | $1,790,114 | 6,300 | 0.00 | 0.00 | 2,192 | 53.36 | 03-31-2024 |