Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MUIRFIELD WEALTH ADVISORS LLC | CL A | 3751 | $1,065,417 | 2,194 | 0.00 | 0.00 | -78 | -3.43 | 03-31-2024 |
SEMUS WEALTH PARTNERS LLC | CL A | 3752 | $775,172 | 2,190 | 0.00 | 0.00 | 309 | 16.43 | 12-31-2023 |
SAFEGUARD INVESTMENT ADVISORY GROUP LLC | CL A | 3753 | $657,154 | 2,189 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
O'BRIEN WEALTH PARTNERS LLC | CL A | 3754 | $1,060,141 | 2,183 | 0.00 | 0.00 | -270 | -11.01 | 03-31-2024 |