Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY TRUST | COM | 2451 | $6,221,487 | 34,491 | 0.00 | 0.00 | 99 | 0.29 | 03-31-2024 |
LVW ADVISORS LLC | COM | 2452 | $4,486,601 | 34,417 | 0.00 | 1.02 | 32,562 | 1755.36 | 06-30-2023 |
FORTITUDE ADVISORY GROUP LLC | COM | 2453 | $4,373,945 | 34,408 | 0.00 | 0.00 | -2,491 | -6.75 | 09-30-2023 |
ALTMAN ADVISORS INC | COM | 2454 | $4,369,325 | 34,372 | 0.00 | 0.00 | -2,907 | -7.80 | 09-30-2023 |