Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TAP CONSULTING LLC | COM | 1251 | $377,708 | 30,985 | 0.00 | 0.00 | -561 | -1.78 | 12-31-2023 |
LAKE STREET ADVISORS GROUP LLC | COM | 1252 | $408,095 | 30,730 | 0.00 | 0.03 | -5,476 | -15.12 | 03-31-2024 |
MADISON WEALTH PARTNERS INC | COM | 1253 | $405,292 | 30,519 | 0.00 | 0.00 | 1,163 | 3.96 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1254 | $403,993 | 30,421 | 0.00 | 0.00 | 7,350 | 31.86 | 03-31-2024 |