Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDE WEALTH LLC | COM | 2401 | $660,617 | 17,523 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLIANCE WEALTH ADVISORS LLC | COM | 2402 | $735,085 | 17,519 | 0.00 | 0.00 | 1,109 | 6.76 | 03-31-2024 |
CENTENNIAL WEALTH ADVISORY LLC | COM | 2403 | $734,734 | 17,510 | 0.00 | 0.00 | -494 | -2.74 | 03-31-2024 |
ERN LLC | COM | 2404 | $888,000 | 17,500 | 0.99 | 17,500 | +Inf | 06-30-2022 |