Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISON WEALTH LLC | COM | 1351 | $1,559,240 | 8,950 | 0.00 | 0.00 | 53 | 0.60 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 1352 | $1,379,621 | 8,913 | 0.00 | 8,913 | +Inf | 09-30-2022 | |
TCM ADVISORS LLC | COM | 1353 | $1,517,094 | 8,900 | 0.00 | 0.00 | -200 | -2.20 | 12-31-2023 |
CATALYST WEALTH MANAGEMENT LLC | COM | 1354 | $1,655,074 | 8,898 | 0.00 | 0.00 | 309 | 3.60 | 03-31-2023 |