Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 1401 | $945,283 | 12,278 | 0.00 | 0.00 | 7,683 | 167.20 | 03-31-2024 |
ADVISORY RESOURCE GROUP | COM | 1402 | $943,051 | 12,249 | 0.00 | 0.00 | -1,320 | -9.73 | 03-31-2024 |
RMR WEALTH BUILDERS | COM | 1403 | $942,820 | 12,246 | 0.00 | 12,246 | +Inf | 03-31-2024 | |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1404 | $946,133 | 12,235 | 0.00 | 0.00 | 1,786 | 17.09 | 03-31-2024 |