Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEARTWOOD WEALTH ADVISORS LLC | Stock | 1701 | $1,354,828 | 5,509 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | COM | 1702 | $1,351,000 | 5,500 | 0.07 | 0.07 | 20 | 0.36 | 12-31-2023 |
NAVALIGN LLC | COM | 1703 | $1,352,356 | 5,499 | 0.00 | 0.00 | 157 | 2.94 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1704 | $1,345,045 | 5,468 | 0.00 | 0.00 | 129 | 2.42 | 03-31-2024 |