Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARAGON ADVISORS LLC | COM | 1501 | $2,143,533 | 4,038 | 0.00 | 1.13 | -2,662 | -39.73 | 12-31-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1502 | $2,342,945 | 4,031 | 0.00 | 0.00 | 247 | 6.53 | 03-31-2024 |
ANGELES WEALTH MANAGEMENT LLC | COM | 1503 | $2,039,865 | 4,030 | 0.00 | 0.00 | -283 | -6.56 | 09-30-2023 |
PETERSON FINANCIAL GROUP INC | COM | 1504 | $2,134,002 | 4,020 | 0.00 | 0.00 | 1,404 | 53.67 | 12-31-2023 |