Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 1851 | $276,702 | 762 | 0.00 | 0.00 | 1 | 0.13 | 03-31-2024 |
NDVR INC | COM | 1852 | $226,983 | 758 | 0.00 | 758 | +Inf | 12-31-2023 | |
JOURNEY STRATEGIC WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 756 | +Inf | 12-31-2023 | |
BEDEL FINANCIAL CONSULTING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.13 | 12-31-2023 |