Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPM GROWTH INVESTORS INC | COM | 1501 | $2,676,134 | 10,170 | 0.00 | 0.00 | -144 | -1.40 | 12-31-2023 |
SCULATI WEALTH MANAGEMENT LLC | COM | 1502 | $2,670,608 | 10,149 | 0.00 | 0.00 | -27 | -0.27 | 12-31-2023 |
USCA RIA LLC | COM | 1503 | $2,471,000 | 10,115 | 0.15 | 0.15 | -1,009 | -9.07 | 06-30-2021 |
STRATEGIC ADVOCATES LLC | Stock | 1504 | $3,035,894 | 10,080 | 0.00 | 0.00 | 3,446 | 51.94 | 03-31-2024 |