Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETARY MANAGEMENT GROUP INC | COM | 1301 | $674,722 | 2,785 | 0.00 | 0.00 | -200 | -6.70 | 03-31-2024 |
MGB WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,783 | +Inf | 03-31-2024 | |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 1303 | $671,655 | 2,772 | 0.00 | 0.00 | -828 | -23.00 | 03-31-2024 |
BISON WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 105 | 3.95 | 03-31-2024 |