Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JUNCTURE WEALTH STRATEGIES LLC | COM CL A | 4801 | $237,218 | 850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANDAAS & CO /WI /ADV | COM CL A | 4802 | $221,000 | 849 | 0.00 | 849 | +Inf | 12-31-2023 | |
NEW MILLENNIUM GROUP LLC | COM CL A | 4803 | $220,816 | 848 | 0.00 | 0.00 | 1 | 0.12 | 12-31-2023 |
WEALTH ADVISORY SOLUTIONS LLC | COM CL A | 4804 | $236,660 | 848 | 0.00 | 0.00 | 48 | 6.00 | 03-31-2024 |