Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTUNE FINANCIAL ADVISORS LLC | COM | 701 | $2,213,501 | 4,624 | 0.00 | 0.00 | -162 | -3.38 | 03-31-2024 |
LEDGE WEALTH MANAGEMENT INC | COM | 702 | $2,132,685 | 4,619 | 0.00 | 1.05 | 958 | 26.17 | 03-31-2023 |
SAVANT CAPITAL LLC | COM | 703 | $2,157,806 | 4,609 | 0.00 | 0.00 | 539 | 13.24 | 12-31-2023 |
DELTA ACCUMULATION LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |