Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE | COM | 501 | $829,869 | 8,201 | 0.00 | 0.00 | 101 | 1.25 | 12-31-2023 |
CSENGE ADVISORY GROUP | COM | 502 | $863,122 | 8,167 | 0.00 | 0.00 | 349 | 4.46 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 503 | $831,000 | 8,059 | 0.00 | 8,059 | +Inf | 12-31-2023 | |
KESTRA ADVISORY SERVICES LLC | COM | 504 | $808,486 | 7,990 | 0.00 | 0.00 | 1,361 | 20.53 | 12-31-2023 |