Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUSTIN PRIVATE WEALTH LLC | COM | 1601 | $877,697,000 | 2,589 | 0.09 | 0.00 | -17 | -0.65 | 06-30-2024 |
LIFEPLAN FINANCIAL LLC | COM | 1602 | $874,561 | 2,580 | 0.00 | 0.00 | -338 | -11.58 | 06-30-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1603 | $874,306 | 2,579 | 0.00 | 0.00 | 118 | 4.79 | 06-30-2024 |
LITTLE HOUSE CAPITAL LLC | COM | 1604 | $730,214 | 2,570 | 0.00 | 0.00 | -38 | -1.46 | 03-31-2024 |