Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC | COM | 1301 | $6,610,511 | 8,497 | 0.00 | 0.00 | 1,580 | 22.84 | 03-31-2024 |
PLATTE RIVER WEALTH ADVISORS LLC | COM | 1302 | $6,589,321 | 8,470 | 0.00 | 0.00 | -245 | -2.81 | 03-31-2024 |
FAMILY LEGACY INC | COM | 1303 | $6,580,436 | 8,459 | 0.00 | 0.00 | -1,241 | -12.79 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 1304 | $6,572,000 | 8,447 | 0.12 | 0.10 | 153 | 1.84 | 03-31-2024 |