Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | COM | 801 | $630,201 | 15,986 | 0.00 | 0.00 | 338 | 2.16 | 03-31-2024 |
RWA WEALTH PARTNERS LLC | COM | 802 | $628,276 | 15,938 | 0.00 | 0.00 | 3,580 | 28.97 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 803 | $626,260 | 15,887 | 0.00 | 0.00 | 4,698 | 41.99 | 03-31-2024 |
TRIUMPH CAPITAL MANAGEMENT | COM | 804 | $632,216 | 15,833 | 0.00 | 0.00 | -1,102 | -6.51 | 03-31-2024 |