Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST WEALTH MANAGEMENT LLC | COM | 1851 | $1,089,573 | 4,436 | 0.00 | 0.00 | 25 | 0.57 | 12-31-2023 |
ARS INVESTMENT PARTNERS LLC | COM | 1852 | $1,083,568 | 4,406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 1853 | $883,544 | 4,390 | 0.00 | 0.07 | 461 | 11.73 | 03-31-2023 |
TRINITYPOINT WEALTH LLC | COM | 1854 | $1,077,437 | 4,387 | 0.00 | 0.00 | 282 | 6.87 | 12-31-2023 |