Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CATALYST FINANCIAL PARTNERS LLC | COM | 1401 | $288,788 | 6,375 | 0.00 | 0.00 | -418 | -6.15 | 12-31-2023 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 1402 | $319,173 | 6,361 | 0.00 | 0.00 | 2,673 | 72.48 | 03-31-2024 |
SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | COM | 1403 | $318,643 | 6,350 | 0.00 | 6,350 | +Inf | 03-31-2024 | |
COURT PLACE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -975 | -13.31 | 03-31-2024 |