Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE MOUNTAIN ADVISORS LLC | COM | 1851 | $227,682 | 3,254 | 0.00 | 3,254 | +Inf | 03-31-2024 | |
JOURNEY ADVISORY GROUP LLC | COM | 1852 | $226,703 | 3,240 | 0.00 | 0.00 | -300 | -8.47 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1853 | $210,357 | 3,229 | 0.00 | 0.00 | -84 | -2.54 | 12-31-2023 |
CENTURION WEALTH MANAGEMENT LLC | COM | 1854 | $247,610 | 3,228 | 0.00 | 3,228 | +Inf | 06-30-2023 |