Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH ADVISORS GROUP LLC | COM | 551 | $1,724,000 | 29,614 | 0.07 | 0.08 | 3,220 | 12.20 | 09-30-2022 |
IHT WEALTH MANAGEMENT LLC | COM | 552 | $1,600,170 | 29,578 | 0.00 | 0.00 | 8,326 | 39.18 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 553 | $1,684,041 | 29,329 | 0.00 | 0.02 | 13,498 | 85.26 | 12-31-2023 |
ASCENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 29,125 | +Inf | 03-31-2024 |