Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 1151 | $394,117 | 728 | 0.00 | 728 | +Inf | 03-31-2024 | |
AURORA PRIVATE WEALTH INC | COM | 1152 | $384,000 | 725 | 0.33 | 0.33 | 0 | 0.00 | 03-31-2024 |
TKG ADVISORS LLC | COM | 1153 | $378,565 | 724 | 0.00 | 0.00 | -11 | -1.50 | 03-31-2024 |
SYMMETRY PARTNERS LLC | COM | 1154 | $376,000 | 720 | 0.03 | 0.02 | -306 | -29.82 | 03-31-2024 |