Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH PARTNERS LLC | COM NEW | 1751 | $384,664 | 4,710 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
REDHAWK WEALTH ADVISORS INC | COM NEW | 1752 | $437,902 | 4,696 | 0.00 | 0.00 | -125 | -2.59 | 12-31-2023 |
ONE WEALTH ADVISORS LLC | COM NEW | 1753 | $441,187 | 4,686 | 0.00 | 0.00 | 2,002 | 74.59 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1754 | $398,755 | 4,669 | 0.00 | 4,669 | +Inf | 06-30-2023 |