Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT WEALTH GROUP LLC | COM | 751 | $313,000 | 1,000 | 0.21 | 0.20 | 0 | 0.00 | 03-31-2024 |
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | COM | 752 | $312,880 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLACKHAWK CAPITAL PARTNERS LLC | COM | 753 | $312,880 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
NAPLES GLOBAL ADVISORS LLC | COM | 754 | $312,880 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |