Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROTHSCHILD INVESTMENT LLC /IL | COM | 551 | $718,000 | 26,184 | 0.06 | 0.03 | 16,615 | 173.63 | 09-30-2023 |
FAMILY LEGACY INC | COM | 552 | $775,005 | 26,147 | 0.00 | 0.00 | -1 | -0.00 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 553 | $742,164 | 25,895 | 0.00 | 0.00 | 5,657 | 27.95 | 12-31-2023 |
WEALTHCARE ADVISORY PARTNERS LLC | COM | 554 | $763,860 | 25,771 | 0.00 | 0.00 | -4,535 | -14.96 | 03-31-2024 |