Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MBL WEALTH LLC | CL A | 2601 | $3,541,066 | 7,292 | 0.00 | 0.00 | 244 | 3.46 | 03-31-2024 |
JOURNEY STRATEGIC WEALTH LLC | CL A | 2602 | $2,575,767 | 7,277 | 0.00 | 0.00 | -715 | -8.95 | 12-31-2023 |
RMB CAPITAL MANAGEMENT LLC | CL A | 2603 | $2,183,494 | 7,273 | 0.00 | 0.00 | 763 | 11.72 | 09-30-2023 |
CFO4LIFE GROUP LLC | CL A | 2604 | $2,567,626 | 7,254 | 0.00 | 0.00 | 1,731 | 31.34 | 12-31-2023 |