Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APOLLON WEALTH MANAGEMENT LLC | COM | 551 | $28,494 | 11,536 | 0.00 | 0.00 | -12,006 | -51.00 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 552 | $28,336 | 11,472 | 0.00 | 0.00 | -1,908 | -14.26 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 553 | $28,336 | 11,472 | 0.00 | 11,472 | +Inf | 03-31-2024 | |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 554 | $28,239 | 11,433 | 0.00 | 11,433 | +Inf | 03-31-2024 |