Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | CL A | 851 | $6,528 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | CL A | Liquidated | $0 | 0 | 0.00 | 46 | +Inf | 03-31-2024 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 853 | $5,341 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | CL A | 854 | $4,778 | 45 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |