Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH GROUP LLC | COM | 601 | $4,960,409 | 281,841 | 0.00 | 0.00 | 1,905 | 0.68 | 03-31-2024 |
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 602 | $4,728,029 | 281,766 | 0.00 | 0.00 | 27,913 | 11.00 | 12-31-2023 |
CONNECTUS WEALTH LLC | COM | 603 | $4,711,602 | 280,783 | 0.00 | 0.00 | -25,450 | -8.31 | 12-31-2023 |
GREAT LAKES ADVISORS LLC | COM | 604 | $4,204,012 | 279,894 | 0.00 | 0.00 | 1,348 | 0.48 | 09-30-2023 |