Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC | COM | 151 | $239,933 | 35,493 | 0.00 | 35,493 | +Inf | 12-31-2023 | |
BIECHELE ROYCE ADVISORS | COM | Liquidated | $0 | 0 | 0.08 | 0.08 | 800 | 2.35 | 03-31-2024 |
PRAIRIE WEALTH ADVISORS INC | COM | 153 | $247,718 | 34,227 | 0.00 | 34,227 | +Inf | 03-31-2024 | |
DAYMARK WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 33,814 | +Inf | 03-31-2024 |