Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OUTLOOK WEALTH ADVISORS LLC | COM | 2001 | $2,646,673 | 22,769 | 0.00 | 0.00 | -7,248 | -24.15 | 03-31-2024 |
LINEWEAVER WEALTH ADVISORS LLC | COM | 2002 | $2,275,406 | 22,747 | 0.00 | 0.00 | 8,141 | 55.74 | 12-31-2023 |
CATALYST FINANCIAL PARTNERS LLC | COM | 2003 | $2,269,320 | 22,698 | 0.00 | 0.00 | -38 | -0.17 | 12-31-2023 |
MIRACLE MILE ADVISORS LLC | COM | 2004 | $2,635,976 | 22,677 | 0.00 | 0.00 | 1,871 | 8.99 | 03-31-2024 |