Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PCG WEALTH ADVISORS LLC | COM | 3801 | $506,227 | 4,355 | 0.00 | 0.00 | 205 | 4.94 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 3802 | $505,906 | 4,352 | 0.00 | 0.00 | -1,296 | -22.95 | 03-31-2024 |
ARCHPOINT INVESTORS | COM | 3803 | $434,913 | 4,350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SILVANT CAPITAL MANAGEMENT LLC | COM | 3804 | $434,413 | 4,345 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |