Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONE PLUS ONE WEALTH MANAGEMENT LLC | COM | 1551 | $529,936 | 2,682 | 0.00 | 2,682 | +Inf | 03-31-2024 | |
JW COLE ADVISORS INC | COM | 1552 | $574,514 | 2,661 | 0.00 | 0.00 | 159 | 6.35 | 12-31-2023 |
RIVER WEALTH ADVISORS LLC | COM | 1553 | $570,582 | 2,643 | 0.00 | 0.00 | -1,611 | -37.87 | 12-31-2023 |
WD RUTHERFORD LLC | COM | 1554 | $521,242 | 2,638 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |