Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL FREEDOM LLC | CL A | 1251 | $2,116 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JFS WEALTH ADVISORS LLC | CL A | 1252 | $1,344 | 117 | 0.00 | 0.00 | -20 | -14.60 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1253 | $1,320 | 115 | 0.00 | 0.00 | -31 | -21.23 | 03-31-2024 |
SEMMAX FINANCIAL ADVISORS INC | CL A | 1254 | $1,781 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |