Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLEVUE GROUP AG | COM | 3301 | $316,939 | 9,555 | 0.00 | 9,555 | +Inf | 09-30-2023 | |
GATEWAY WEALTH PARTNERS LLC | COM | 3302 | $274,982 | 9,551 | 0.00 | 0.00 | -11,553 | -54.74 | 12-31-2023 |
ELDRIDGE INVESTMENT ADVISORS INC | COM | 3303 | $275,000 | 9,539 | 0.07 | 0.12 | -286 | -2.91 | 12-31-2023 |
WATERFRONT WEALTH INC | COM | 3304 | $274,231 | 9,525 | 0.00 | 0.00 | -390 | -3.93 | 12-31-2023 |