Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1701 | $995,325 | 10,367 | 0.00 | 0.00 | -362 | -3.37 | 12-31-2023 |
RED CEDAR INVESTMENT MANAGEMENT LLC | COM | 1702 | $947,257 | 10,365 | 0.00 | 0.00 | -14,450 | -58.23 | 03-31-2024 |
RFG ADVISORY LLC | COM | 1703 | $946,133 | 10,353 | 0.00 | 0.00 | 513 | 5.21 | 03-31-2024 |
PAVION BLUE CAPITAL LLC | COM | 1704 | $943,876 | 10,328 | 0.00 | 0.60 | 1,710 | 19.84 | 03-31-2024 |