Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 1901 | $28,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1903 | $24,119 | 124 | 0.00 | 0.00 | 55 | 79.71 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1904 | $23,535 | 121 | 0.00 | 0.00 | -70 | -36.65 | 03-31-2024 |