Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
USCA RIA LLC | COM | 401 | $619,000 | 4,100 | 0.04 | 0.04 | -300 | -6.82 | 06-30-2021 |
LINDEN THOMAS ADVISORY SERVICES LLC | COM | 402 | $1,144,171 | 4,091 | 0.00 | 0.00 | 640 | 18.55 | 12-31-2023 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 403 | $826,115 | 4,081 | 0.00 | 4,081 | +Inf | 12-31-2022 | |
INSPIRE ADVISORS LLC | COM | 404 | $1,121,956 | 4,012 | 0.00 | 4,012 | +Inf | 12-31-2023 |