Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN LP | COM | 201 | $303,307 | 27,399 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE PLANNING | COM | 202 | $301,056 | 27,369 | 0.00 | 0.00 | -20,148 | -42.40 | 12-31-2023 |
INTEGRATED CAPITAL MANAGEMENT INC | COM | 203 | $300,928 | 27,184 | 0.00 | 0.00 | 8,172 | 42.98 | 03-31-2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 204 | $298,969 | 27,007 | 0.00 | 0.00 | 35 | 0.13 | 03-31-2024 |