Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APTUS CAPITAL ADVISORS LLC | SHS | 601 | $221,827 | 2,942 | 0.00 | 2,942 | +Inf | 03-31-2024 | |
STRATOS WEALTH PARTNERS LTD | SHS | 602 | $218,117 | 2,892 | 0.00 | 0.00 | -650 | -18.35 | 03-31-2024 |
VIDENT ADVISORY LLC | SHS | 603 | $215,870 | 2,863 | 0.00 | 2,863 | +Inf | 03-31-2024 | |
PHILLIPS WEALTH PLANNERS LLC | SHS | 604 | $206,795 | 2,827 | 0.00 | 2,827 | +Inf | 03-31-2024 |