Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT ADVISORY GROUP LLC | COM | 1101 | $343,736 | 5,032 | 0.00 | 0.00 | 24 | 0.48 | 03-31-2024 |
GARDE CAPITAL INC | Equities | 1102 | $294,000 | 5,025 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2023 |
MONECO ADVISORS LLC | COM | 1103 | $342,370 | 5,012 | 0.00 | 5,012 | +Inf | 03-31-2024 | |
RESOLUTE WEALTH STRATEGIES LLC | Stock | 1104 | $341,550 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |