Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANQUILITY PARTNERS LLC | COM | 1301 | $575,225 | 3,370 | 0.00 | 0.00 | 27 | 0.81 | 03-31-2024 |
FORZA WEALTH MANAGEMENT LLC | COM | 1302 | $571,299 | 3,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BISON WEALTH LLC | COM | 1303 | $566,569 | 3,320 | 0.00 | 0.00 | 505 | 17.94 | 03-31-2024 |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 1304 | $564,301 | 3,306 | 0.00 | 0.00 | -324 | -8.93 | 03-31-2024 |