Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIAD WEALTH PARTNERS LLC | COM NEW | 1851 | $381,066 | 4,047 | 0.00 | 4,047 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE | COM NEW | 1852 | $376,358 | 4,036 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLEN INVESTMENT MANAGEMENT LLC | COM NEW | 1853 | $379,841 | 4,034 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESOURCE MANAGEMENT LLC | COM | 1854 | $391,000 | 4,015 | 0.04 | 4,015 | +Inf | 09-30-2021 |