Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | COM | 1451 | $388,928 | 2,830 | 0.00 | 0.00 | -444 | -13.56 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1452 | $254,000 | 2,815 | 0.04 | 2,815 | +Inf | 09-30-2022 | |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1453 | $386,865 | 2,815 | 0.00 | 0.00 | 5 | 0.18 | 03-31-2024 |
ANDESA FINANCIAL MANAGEMENT INC | COM | 1454 | $288,380 | 2,811 | 0.00 | 0.11 | 1,092 | 63.53 | 12-31-2022 |