Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1551 | $1,580,135 | 8,739 | 0.00 | 0.00 | 493 | 5.98 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORS LLC | COM | 1552 | $1,576,484 | 8,734 | 0.00 | 0.00 | 469 | 5.67 | 03-31-2024 |
SILVER OAK SECURITIES INCORPORATED | COM | 1553 | $1,283,120 | 8,704 | 0.00 | 0.15 | 465 | 5.64 | 12-31-2023 |
AVESTAR CAPITAL LLC | COM | 1554 | $1,280,698 | 8,688 | 0.00 | 0.00 | 2,675 | 44.49 | 12-31-2023 |