Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXS INVESTMENTS LLC | COMMON | 901 | $433,615 | 3,500 | 0.00 | 0.00 | 1,000 | 40.00 | 03-31-2024 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 902 | $432,128 | 3,488 | 0.00 | 0.00 | 180 | 5.44 | 03-31-2024 |
BSW WEALTH PARTNERS | COM | 903 | $429,476 | 3,467 | 0.00 | 0.00 | 1,059 | 43.98 | 03-31-2024 |
NICOLET ADVISORY SERVICES LLC | COM | 904 | $322,605 | 3,447 | 0.00 | 0.00 | 35 | 1.03 | 12-31-2023 |