Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 501 | $826,046 | 4,372 | 0.00 | 0.00 | 699 | 19.03 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 502 | $825,668 | 4,370 | 0.00 | 0.00 | 672 | 18.17 | 03-31-2024 |
IA GLOBAL ASSET MANAGEMENT INC | COM | 503 | $821,000 | 4,347 | 0.01 | 0.00 | 2,622 | 152.00 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 504 | $818,110 | 4,330 | 0.00 | 0.00 | -147 | -3.28 | 03-31-2024 |