Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS PRIVATE WEALTH MANAGEMENT LLC | Stock | 2851 | $203,954 | 1,130 | 0.00 | 1,130 | +Inf | 03-31-2024 | |
TYCHE WEALTH PARTNERS LLC | COM | 2852 | $203,593 | 1,128 | 0.00 | 0.00 | -1,425 | -55.82 | 03-31-2024 |
ACCORDANT ADVISORY GROUP INC | COM | 2853 | $203,412 | 1,127 | 0.00 | 1,127 | +Inf | 03-31-2024 | |
RED DOOR WEALTH MANAGEMENT LLC | COM | 2854 | $202,690 | 1,123 | 0.00 | 1,123 | +Inf | 03-31-2024 |