Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLETT WEALTH ADVISORS LLC | CAP STK CL C | 4551 | $219,254 | 1,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EDGE WEALTH MANAGEMENT LLC | CAP STK CL C | 4552 | $202,939 | 1,440 | 0.00 | 1,440 | +Inf | 12-31-2023 | |
WEALTHCARE INVESTMENT PARTNERS LLC | CAP STK CL C | 4553 | $218,645 | 1,436 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARDAN CAPITAL PARTNERS LLC | CAP STK CL C | 4554 | $3,817,000 | 1,432 | 0.43 | 0.40 | 4 | 0.28 | 09-30-2021 |