Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APTUS CAPITAL ADVISORS LLC | COM | 951 | $317,601 | 3,082 | 0.00 | 0.00 | 591 | 23.73 | 03-31-2024 |
WEALTH ALLIANCE | COM | 952 | $315,047 | 3,057 | 0.00 | 3,057 | +Inf | 03-31-2024 | |
HM PAYSON & CO | COM | 953 | $216,772 | 3,057 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TCG ADVISORY SERVICES LLC | COM | 954 | $314,748 | 3,054 | 0.00 | 3,054 | +Inf | 03-31-2024 |