Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 2051 | $28,000 | 135 | 0.00 | 0.00 | 1 | 0.75 | 12-31-2021 |
SOA WEALTH ADVISORS LLC | REIT | 2052 | $14,181 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 2053 | $13,970 | 132 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2054 | $13,864 | 131 | 0.00 | 131 | +Inf | 03-31-2024 |