Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC | COM | 51 | $1,086,215 | 132,143 | 0.00 | 132,143 | +Inf | 12-31-2023 | |
THRIVENT FINANCIAL FOR LUTHERANS | COM | 52 | $1,078,000 | 131,044 | 0.00 | 0.00 | -19,099 | -12.72 | 12-31-2023 |
MISSION WEALTH MANAGEMENT LP | COM | 53 | $1,129,139 | 129,340 | 0.00 | 0.00 | 1,874 | 1.47 | 03-31-2024 |
MELFA WEALTH MANAGEMENT INC | COM | 54 | $1,098,458 | 125,826 | 0.00 | 0.00 | 552 | 0.44 | 03-31-2024 |