Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHECCHI CAPITAL ADVISERS LLC | COM | 801 | $211,596 | 5,213 | 0.00 | 5,213 | +Inf | 03-31-2024 | |
IFP ADVISORS INC | cs | 802 | $180,617 | 5,173 | 0.00 | 0.00 | 4,441 | 606.69 | 12-31-2023 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 803 | $202,950 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
ARLINGTON TRUST CO LLC | COM | 804 | $187,607 | 4,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |