Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG INVESTMENTS LLC | COM | 1451 | $1,001,606 | 1,541 | 0.00 | 0.00 | 624 | 68.05 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1452 | $961,921 | 1,539 | 0.00 | 1,539 | +Inf | 12-31-2023 | |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 1453 | $961,921 | 1,539 | 0.00 | 1,539 | +Inf | 12-31-2023 | |
ZEKE CAPITAL ADVISORS LLC | Stock | 1454 | $593,000 | 1,530 | 0.04 | 0.03 | 457 | 42.59 | 09-30-2022 |