Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 2,440 | +Inf | 12-31-2023 | |
AXXCESS WEALTH MANAGEMENT LLC | COM | 852 | $210,165 | 2,435 | 0.00 | 2,435 | +Inf | 03-31-2024 | |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | Liquidated | $209,246 | 2,424 | 0.00 | 0.00 | 2,424 | +Inf | 03-31-2024 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 854 | $208,000 | 2,411 | 0.03 | 2,411 | +Inf | 03-31-2024 |