Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGHT WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,347 | 5.01 | 03-31-2024 |
PINNACLE HOLDINGS LLC | COM | 252 | $424,267 | 131,760 | 0.00 | 0.00 | 16,085 | 13.91 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 253 | $418,457 | 131,580 | 0.00 | 0.00 | 11,083 | 9.20 | 03-31-2024 |
DE LISLE PARTNERS LLP | COM | 254 | $417,024 | 129,712 | 0.00 | 129,712 | +Inf | 03-31-2024 |