Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRACLE MILE ADVISORS LLC | COM | 401 | $214,641 | 10,835 | 0.00 | 0.00 | 85 | 0.79 | 03-31-2024 |
TRUIST FINANCIAL CORP | COM | 402 | $200,675 | 10,629 | 0.00 | 0.00 | 49 | 0.46 | 12-31-2023 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 10,539 | +Inf | 12-31-2023 | |
AXXCESS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,500 | +Inf | 03-31-2024 |