Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DRIVE WEALTH MANAGEMENT LLC | COM | 2251 | $2,075,087 | 17,852 | 0.00 | 0.00 | 380 | 2.17 | 03-31-2024 |
CAHILL FINANCIAL ADVISORS INC | Stock | 2252 | $1,913,855 | 17,845 | 0.00 | 0.06 | 14,592 | 448.57 | 06-30-2023 |
LAUTERBACH FINANCIAL ADVISORS LLC | COM | 2253 | $1,784,134 | 17,845 | 0.00 | 0.00 | 330 | 1.88 | 12-31-2023 |
ALLEGIANT PRIVATE ADVISORS LLC | COM | 2254 | $1,125,000 | 17,830 | 0.18 | 0.16 | 2,133 | 13.59 | 06-30-2021 |