Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NARUS FINANCIAL PARTNERS LLC | COM | Liquidated | $261,106 | 197 | 0.00 | 0.00 | 197 | +Inf | 03-31-2024 |
PEGASUS PARTNERS LTD | COM | 3252 | $261,106 | 197 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GOOD LIFE ADVISORS LLC | COM | 3253 | $219,592 | 196 | 0.00 | 196 | +Inf | 12-31-2023 | |
HERITAGE WEALTH PARTNERS LLC | COM | 3254 | $218,014 | 195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |