Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LPL FINANCIAL LLC | COM | 51 | $354,476 | 19,520 | 0.00 | 0.00 | -11,697 | -37.47 | 03-31-2024 |
NOTTINGHAM ADVISORS INC | COM | 52 | $318,402 | 19,344 | 0.00 | 0.00 | 1,674 | 9.47 | 12-31-2023 |
ENVESTNET ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,285 | -18.28 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | COM | 54 | $344,771 | 18,985 | 0.00 | 0.00 | -549 | -2.81 | 03-31-2024 |