Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN WEALTH SOLUTIONS LLC | COM | 1601 | $1,831,475 | 36,447 | 0.00 | 0.00 | -1,957 | -5.10 | 12-31-2023 |
HF ADVISORY GROUP LLC | COM | 1602 | $1,608,997 | 36,427 | 0.00 | 0.00 | -1,362 | -3.60 | 03-31-2024 |
YARBROUGH CAPITAL LLC | COM | 1603 | $1,607,788 | 36,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WATERFRONT WEALTH INC | COM | 1604 | $1,827,288 | 36,364 | 0.00 | 0.00 | -1,654 | -4.35 | 12-31-2023 |