Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING | COM | 351 | $381,852 | 2,830 | 0.00 | 0.00 | 991 | 53.89 | 12-31-2023 |
SEACREST WEALTH MANAGEMENT LLC | COM | 352 | $346,500 | 2,800 | 0.00 | 0.00 | 225 | 8.74 | 03-31-2024 |
ESSEX LLC | COM | 353 | $377,399 | 2,797 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | 354 | $321,972 | 2,775 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |