Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VICUS CAPITAL | COM | Liquidated | $210,052 | 3,873 | 0.00 | 0.00 | 3,873 | +Inf | 03-31-2024 |
BIRCHCREEK WEALTH MANAGEMENT LLC | COM | 3002 | $209,979 | 3,872 | 0.00 | 3,872 | +Inf | 03-31-2024 | |
CAHABA WEALTH MANAGEMENT INC | COM | 3003 | $209,952 | 3,872 | 0.00 | 0.00 | -91 | -2.30 | 03-31-2024 |
IGNITE PLANNERS LLC | COM | 3004 | $204,959 | 3,868 | 0.00 | 0.00 | -134 | -3.35 | 03-31-2024 |