Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCILRATH & ECK LLC | CL B | 2201 | $16,457 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | CL B | 2202 | $16,269 | 346 | 0.00 | 0.00 | -35 | -9.19 | 03-31-2024 |
RETIREMENT GROUP LLC | CL B | 2203 | $16,034 | 341 | 0.00 | 0.00 | -100 | -22.68 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | CL B | 2204 | $15,988 | 340 | 0.00 | 0.00 | -590 | -63.44 | 03-31-2024 |