Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GATEWAY WEALTH PARTNERS LLC | COM | 3251 | $445,276 | 764 | 0.00 | 0.00 | 177 | 30.15 | 12-31-2023 |
TRIAGEN WEALTH MANAGEMENT LLC | COM | 3252 | $593,583 | 763 | 0.00 | 0.00 | -1,271 | -62.49 | 03-31-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 3253 | $593,591 | 763 | 0.00 | 0.00 | 84 | 12.37 | 03-31-2024 |
GRANDVIEW ASSET MANAGEMENT LLC | COM | 3254 | $593,000 | 763 | 0.27 | 0.16 | 227 | 42.35 | 03-31-2024 |