Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRU INDEPENDENCE LLC | COM | 801 | $377,507 | 954 | 0.00 | 0.00 | -3 | -0.31 | 03-31-2024 |
CYNOSURE GROUP LLC | COM | 802 | $377,111 | 953 | 0.00 | 953 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 803 | $375,528 | 949 | 0.00 | 0.00 | 851 | 868.37 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 804 | $356,074 | 949 | 0.00 | 949 | +Inf | 09-30-2023 |