Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,960 | 9333.33 | 03-31-2024 |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.02 | 1,958 | +Inf | 12-31-2023 | |
SCARBOROUGH ADVISORS LLC | COM | 903 | $1,900 | 1,900 | 0.00 | 1,900 | +Inf | 12-31-2023 | |
ICON WEALTH PARTNERS LLC | Stock | 904 | $208,730 | 1,875 | 0.00 | 1,875 | +Inf | 03-31-2023 |