Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 301 | $60,569 | 7,324 | 0.00 | 7,324 | +Inf | 09-30-2022 | |
QUADRANT CAPITAL GROUP LLC | COM | 302 | $63,175 | 6,793 | 0.00 | 0.00 | -136 | -1.96 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 303 | $57,966 | 6,756 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | CEF | 304 | $62,607 | 6,732 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |