Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IGNITE PLANNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 459 | 24.38 | 12-31-2023 |
GEN-WEALTH PARTNERS INC | Stock | 1552 | $315,333 | 2,295 | 0.00 | 2,295 | +Inf | 03-31-2024 | |
QUADCAP WEALTH MANAGEMENT LLC | COM | 1553 | $312,786 | 2,276 | 0.00 | 0.00 | -53 | -2.28 | 03-31-2024 |
EVERPAR ADVISORS LLC | COM | 1554 | $312,378 | 2,273 | 0.00 | 2,273 | +Inf | 03-31-2024 |