Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFB ADVISORS LLC | COM | 1651 | $332,232 | 7,224 | 0.00 | 0.00 | 627 | 9.50 | 09-30-2023 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 1652 | $444,659 | 7,222 | 0.00 | 0.00 | 2,152 | 42.45 | 12-31-2023 |
POWER WEALTH MANAGEMENT LLC | COM | 1653 | $555,868 | 7,220 | 0.00 | 0.00 | -1,155 | -13.79 | 03-31-2024 |
LEVEL FOUR FINANCIAL LLC | COM | 1654 | $323,000 | 7,219 | 0.14 | 0.14 | 726 | 11.18 | 09-30-2021 |