Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | CEF | 251 | $430,521 | 9,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICON WEALTH PARTNERS LLC | CEF | 252 | $359,086 | 9,100 | 0.00 | 0.04 | 0 | 0.00 | 03-31-2023 |
STRATOS WEALTH PARTNERS LTD | COM | 253 | $419,178 | 8,860 | 0.00 | 0.00 | 824 | 10.25 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | CEF | 254 | $417,194 | 8,818 | 0.00 | 0.00 | -7,209 | -44.98 | 03-31-2024 |