Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON WEALTH MANAGEMENT | COM | 1701 | $437,924 | 2,029 | 0.00 | 2,029 | +Inf | 12-31-2023 | |
WEALTHSOURCE PARTNERS LLC | COM | 1702 | $413,654 | 2,024 | 0.00 | 0.06 | -729 | -26.48 | 03-31-2023 |
TEAMWORK FINANCIAL ADVISORS LLC | COM | 1703 | $436,294 | 2,021 | 0.00 | 0.00 | -118 | -5.52 | 12-31-2023 |
TIEMANN INVESTMENT ADVISORS LLC | COM | 1704 | $331,352 | 2,014 | 0.00 | 0.00 | -60 | -2.89 | 09-30-2023 |