Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE RHINO CAPITAL LLC | COM | 551 | $124,441 | 15,497 | 0.00 | 0.00 | 14 | 0.09 | 03-31-2024 |
WELL DONE LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 0.16 | 12-31-2023 |
FORZA WEALTH MANAGEMENT LLC | COM | 553 | $123,060 | 15,325 | 0.00 | 0.00 | -365 | -2.33 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | COM | 554 | $122,891 | 15,304 | 0.00 | 0.00 | -995 | -6.10 | 03-31-2024 |