Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHFORD CAPITAL STRATEGIES LLC | COM | 1951 | $649,933 | 11,985 | 0.00 | 0.00 | 127 | 1.07 | 03-31-2024 |
REDHAWK WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -68 | -0.57 | 12-31-2023 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 1953 | $646,431 | 11,920 | 0.00 | 0.00 | 2,159 | 22.12 | 03-31-2024 |
LANTERN WEALTH ADVISORS LLC | COM | 1954 | $610,816 | 11,904 | 0.00 | 11,904 | +Inf | 12-31-2023 |