Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 751 | $399,793 | 7,438 | 0.00 | 7,438 | +Inf | 03-31-2024 | |
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 752 | $458,966 | 7,413 | 0.00 | 0.00 | 3,116 | 72.52 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 753 | $460,584 | 7,408 | 0.00 | 0.00 | 264 | 3.70 | 06-30-2023 |
ASPEN WEALTH STRATEGIES LLC | COM | 754 | $452,253 | 7,305 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |