Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALVUS WEALTH MANAGEMENT LLC | COM | 901 | $809,494 | 7,649 | 0.00 | 0.00 | -8 | -0.10 | 03-31-2024 |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 902 | $809,070 | 7,645 | 0.00 | 0.00 | 463 | 6.45 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 903 | $800,921 | 7,568 | 0.00 | 0.00 | 258 | 3.53 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | COM | 904 | $867,453 | 7,531 | 0.00 | 0.00 | -1,478 | -16.41 | 12-31-2023 |