Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 1051 | $3,005 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1052 | $3,005 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 03-31-2024 | |
FRONT ROW ADVISORS LLC | Stock | 1054 | $2,576 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |