Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONYX BRIDGE WEALTH GROUP LLC | COM | 2201 | $17,591,224 | 91,369 | 0.00 | 0.00 | 3,773 | 4.31 | 12-31-2023 |
RIVERSEDGE ADVISORS LLC | COM | 2202 | $15,664,985 | 91,352 | 0.00 | 0.00 | 50,488 | 123.55 | 03-31-2024 |
RETIREMENT PLANNING GROUP LLC | COM | 2203 | $15,651,834 | 91,275 | 0.00 | 0.00 | 3,717 | 4.25 | 03-31-2024 |
NAVITER WEALTH LLC | COM | 2204 | $15,619,855 | 91,088 | 0.00 | 0.00 | 18,441 | 25.38 | 03-31-2024 |