Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COM | 651 | $400,568 | 19,240 | 0.00 | 19,240 | +Inf | 03-31-2024 | |
PFG INVESTMENTS LLC | COM | 652 | $400,193 | 19,222 | 0.00 | 0.00 | 9,229 | 92.35 | 03-31-2024 |
ALMANACK INVESTMENT PARTNERS LLC | COM | 653 | $384,656 | 19,204 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VENTURE VISIONARY PARTNERS LLC | COM | 654 | $398,307 | 19,131 | 0.00 | 0.00 | 1,150 | 6.40 | 03-31-2024 |