Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUARRY LP | COM | 1301 | $17,064 | 232 | 0.00 | 0.00 | 30 | 14.85 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 1302 | $18,627 | 223 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1303 | $15,813 | 215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1304 | $15,814 | 215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |