Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1551 | $643,417 | 662 | 0.00 | 0.00 | 48 | 7.82 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 1552 | $642,138 | 661 | 0.00 | 0.00 | 170 | 34.62 | 03-31-2024 |
AVESTAR CAPITAL LLC | COM | 1553 | $643,987 | 661 | 0.00 | 0.00 | 126 | 23.55 | 03-31-2024 |
ADVISORY RESOURCE GROUP | COM | 1554 | $641,236 | 660 | 0.00 | 0.00 | -4,435 | -87.05 | 03-31-2024 |