Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
USA FINANCIAL FORMULAS | COM | 701 | $435,661 | 6,255 | 0.00 | 0.00 | -2,936 | -31.94 | 03-31-2024 |
MARCUM WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,238 | +Inf | 03-31-2024 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 703 | $433,920 | 6,230 | 0.00 | 6,230 | +Inf | 03-31-2024 | |
AVIVA PLC | COM | 704 | $427,790 | 6,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |