Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1301 | $20,354 | 322 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1302 | $23,701 | 302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1303 | $23,701 | 302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -391 | -56.58 | 12-31-2023 |