Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALEO FINANCIAL ADVISORS LLC | Stock | 701 | $273,264 | 3,073 | 0.00 | 0.00 | -386 | -11.16 | 03-31-2024 |
COOPER FINANCIAL GROUP | COM | 702 | $270,050 | 3,037 | 0.00 | 3,037 | +Inf | 03-31-2024 | |
CYNDEO WEALTH PARTNERS LLC | COM | 703 | $255,503 | 3,028 | 0.00 | 0.00 | 7 | 0.23 | 12-31-2023 |
CLARK CAPITAL MANAGEMENT GROUP INC | COM | 704 | $208,440 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |