Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNDEO WEALTH PARTNERS LLC | COM | 1301 | $557,016 | 4,584 | 0.00 | 0.00 | 142 | 3.20 | 12-31-2023 |
BISON WEALTH LLC | COM | 1302 | $590,327 | 4,564 | 0.00 | 0.00 | -22 | -0.48 | 03-31-2024 |
CENTENNIAL WEALTH ADVISORY LLC | COM | 1303 | $590,054 | 4,562 | 0.00 | 0.00 | -10 | -0.22 | 03-31-2024 |
COOPER FINANCIAL GROUP | COM | 1304 | $590,087 | 4,562 | 0.00 | 0.00 | -980 | -17.68 | 03-31-2024 |