Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH ADVISORS LLC | COM | 2401 | $565,962 | 5,844 | 0.00 | 0.00 | -17 | -0.29 | 09-30-2023 |
SPOTLIGHT ASSET GROUP INC | Stock | 2402 | $565,604 | 5,840 | 0.00 | 5,840 | +Inf | 12-31-2023 | |
SPOTLIGHT ASSET GROUP INC | COM | Liquidated | $0 | 0 | 0.55 | 0.37 | -482 | -7.62 | 12-31-2023 |
LANDMARK FINANCIAL ADVISORS LLC | COM | 2404 | $641,575 | 5,829 | 0.00 | 0.00 | 117 | 2.05 | 12-31-2023 |