Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BSW WEALTH PARTNERS | CL A | 3101 | $2,061,364 | 4,245 | 0.00 | 0.00 | -152 | -3.46 | 03-31-2024 |
NADLER FINANCIAL GROUP INC | CL A | 3102 | $2,060,113 | 4,243 | 0.00 | 0.00 | -89 | -2.05 | 03-31-2024 |
SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | CL A | 3103 | $2,058,883 | 4,240 | 0.00 | 0.00 | -314 | -6.90 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 3104 | $1,215,140 | 4,234 | 0.00 | 4,234 | +Inf | 06-30-2023 |