Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS WEALTH MANAGEMENT LLC / DE / | CL A | 951 | $1,131,683 | 4,484 | 0.00 | 0.00 | 21 | 0.47 | 03-31-2024 |
BRIDGEFRONT CAPITAL LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,137 | 34.36 | 12-31-2023 |
MY WEALTH MANAGEMENT INC | CL A | 953 | $1,111,930 | 4,407 | 0.00 | 0.00 | -325 | -6.87 | 03-31-2024 |
CORNERSTONE ADVISORS LLC | CL A | 954 | $992,244 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |