Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACG WEALTH | COM | 1551 | $859,000 | 3,796 | 0.20 | 3,796 | +Inf | 09-30-2022 | |
APELLA CAPITAL LLC | COM | 1552 | $948,788 | 3,795 | 0.00 | 0.00 | -672 | -15.04 | 03-31-2024 |
PRECEDENT WEALTH PARTNERS LLC | COM | 1553 | $947,264 | 3,793 | 0.00 | 3,793 | +Inf | 03-31-2024 | |
C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS | COM | 1554 | $882,978 | 3,790 | 0.00 | 0.00 | 60 | 1.61 | 12-31-2023 |