Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | CL A | 1151 | $5,740 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
CENTRAL TRUST CO | CL A | 1152 | $5,740 | 500 | 0.00 | 0.00 | -500 | -50.00 | 03-31-2024 |
ATLANTIC PRIVATE WEALTH LLC | Com | 1153 | $5,533 | 482 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | CL A | 1154 | $5,453 | 475 | 0.00 | 0.00 | -203 | -29.94 | 03-31-2024 |