Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRENTICE WEALTH MANAGEMENT LLC | CL A | 2351 | $472,756 | 11,378 | 0.00 | 0.00 | 1,252 | 12.36 | 06-30-2023 |
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | Stock | 2352 | $456,457 | 11,372 | 0.00 | 0.00 | 3 | 0.03 | 03-31-2024 |
SCULATI WEALTH MANAGEMENT LLC | CL A | 2353 | $497,361 | 11,342 | 0.00 | 11,342 | +Inf | 12-31-2023 | |
AUSDAL FINANCIAL PARTNERS INC | CL A | 2354 | $491,262 | 11,332 | 0.00 | 0.00 | -771 | -6.37 | 03-31-2024 |