Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELEVATED CAPITAL ADVISORS LLC | COM | 1501 | $863,206 | 1,328 | 0.00 | 0.00 | 27 | 2.08 | 03-31-2024 |
ACT WEALTH MANAGEMENT LLC | COM | 1502 | $607,560 | 1,326 | 0.00 | 0.00 | -35 | -2.57 | 06-30-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 1503 | $824,197 | 1,319 | 0.00 | 0.00 | -69 | -4.97 | 12-31-2023 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 1504 | $822,561 | 1,316 | 0.00 | 0.00 | -86 | -6.13 | 12-31-2023 |