Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
&PARTNERS | COM | 2101 | $1,304,109 | 4,330 | 0.00 | 0.00 | 3,303 | 321.62 | 03-31-2024 |
EMBREE FINANCIAL GROUP | COM | 2102 | $1,300,195 | 4,317 | 0.00 | 0.00 | -421 | -8.89 | 03-31-2024 |
CIC WEALTH LLC | COM | 2103 | $1,299,291 | 4,314 | 0.00 | 0.00 | -82 | -1.87 | 03-31-2024 |
IFP ADVISORS INC | cs | 2104 | $1,134,756 | 4,312 | 0.00 | 0.00 | 221 | 5.40 | 12-31-2023 |