Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AE WEALTH MANAGEMENT LLC | COM | 501 | $522,052 | 4,901 | 0.00 | 0.00 | -25,657 | -83.96 | 03-31-2024 |
REDHAWK WEALTH ADVISORS INC | COM | 502 | $518,646 | 4,869 | 0.00 | 4,869 | +Inf | 03-31-2024 | |
JANUS HENDERSON GROUP PLC | COM | 503 | $416,557 | 4,840 | 0.00 | 0.00 | 235 | 5.10 | 12-31-2023 |
CWM LLC | COM | 504 | $507,000 | 4,758 | 0.00 | 0.00 | 429 | 9.91 | 03-31-2024 |