Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDE WEALTH LLC | CL A | 1101 | $457,927 | 5,934 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC | CL A | 1102 | $455,998 | 5,909 | 0.00 | 0.00 | -110 | -1.83 | 03-31-2024 |
MARKS GROUP WEALTH MANAGEMENT INC | CL A | 1103 | $454,532 | 5,890 | 0.00 | 0.00 | 180 | 3.15 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 1104 | $203,000 | 5,844 | 0.02 | 5,844 | +Inf | 12-31-2022 |