Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTINUS LLC | COM NEW | 1901 | $320,504 | 3,753 | 0.00 | 3,753 | +Inf | 06-30-2023 | |
LEGACY ADVISORS LLC | COM NEW | 1902 | $352,912 | 3,748 | 0.00 | 0.00 | 383 | 11.38 | 03-31-2024 |
AMPLIUS WEALTH ADVISORS LLC | COM NEW | 1903 | $349,128 | 3,744 | 0.00 | 0.00 | -25 | -0.66 | 12-31-2023 |
ALTUS WEALTH GROUP LLC | COM NEW | 1904 | $352,352 | 3,742 | 0.00 | 0.00 | -66 | -1.73 | 03-31-2024 |