Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSOURCE PARTNERS LLC | COM | 2051 | $460,870 | 1,334 | 0.00 | 0.09 | -362 | -21.34 | 03-31-2023 |
USCA RIA LLC | COM | 2052 | $704,000 | 1,333 | 0.04 | 0.10 | -1,504 | -53.01 | 06-30-2021 |
ETESIAN WEALTH ADVISORS INC | COM | 2053 | $652,869 | 1,331 | 0.00 | 0.00 | -54 | -3.90 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 2054 | $647,064 | 1,329 | 0.00 | 0.00 | -1,230 | -48.07 | 12-31-2023 |