Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 701 | $1,638,732 | 34,573 | 0.00 | 0.00 | -2,266 | -6.15 | 06-30-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 702 | $2,071,000 | 34,447 | 0.06 | 0.06 | 2,025 | 6.25 | 09-30-2022 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 703 | $1,618,565 | 34,147 | 0.00 | 0.00 | 338 | 1.00 | 06-30-2024 |
HERBST GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,120 | 6.67 | 03-31-2024 |