Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORA CAPITAL ADVISORS LLC | COM | 3501 | $240,173 | 6,334 | 0.00 | 0.00 | 8 | 0.13 | 03-31-2024 |
POWELL INVESTMENT ADVISORS LLC | COM | 3502 | $173,206 | 6,326 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NORTHWEST WEALTH MANAGEMENT LLC | COM | 3503 | $212,951 | 6,325 | 0.00 | 6,325 | +Inf | 12-31-2023 | |
DESTINY WEALTH PARTNERS LLC | COM | 3504 | $239,347 | 6,312 | 0.00 | 0.00 | -755 | -10.68 | 03-31-2024 |