Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HBK SORCE ADVISORY LLC | COM | 1201 | $595,342 | 8,509 | 0.00 | 0.00 | 307 | 3.74 | 03-31-2024 |
WEALTH ENHANCEMENT & PRESERVATION OF GA LLC | COM | 1202 | $652,180 | 8,503 | 0.00 | 8,503 | +Inf | 06-30-2023 | |
M&R CAPITAL MANAGEMENT INC | Stock | 1203 | $592,229 | 8,470 | 0.00 | 0.00 | -1,428 | -14.43 | 03-31-2024 |
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC | COM | 1204 | $604,481 | 8,468 | 0.00 | 0.00 | -218 | -2.51 | 03-31-2024 |