Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON POINTE ADVISORS LLC | COM | Liquidated | $449,179 | 1,549 | 0.00 | 0.00 | 1,549 | +Inf | 03-31-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1202 | $445,119 | 1,535 | 0.00 | 0.00 | 147 | 10.59 | 03-31-2024 |
TRILOGY CAPITAL INC | COM | 1203 | $443,669 | 1,530 | 0.00 | 1,530 | +Inf | 03-31-2024 | |
ARKADIOS WEALTH ADVISORS | Stock | 1204 | $439,062 | 1,514 | 0.00 | 0.00 | -4 | -0.26 | 03-31-2024 |