Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 3651 | $77,000 | 4,375 | 0.00 | 0.00 | 1,962 | 81.31 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 3652 | $73,245 | 4,365 | 0.00 | 0.00 | -2,582 | -37.17 | 12-31-2023 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,319 | +Inf | 12-31-2023 | |
IAG WEALTH PARTNERS LLC | Common Stock | 3654 | $73,868 | 4,197 | 0.00 | 0.00 | 2,734 | 186.88 | 03-31-2024 |