Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2051 | $29,472 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 169 | 260.00 | 12-31-2023 |
WEST TOWER GROUP LLC | COM | 2053 | $27,634 | 232 | 0.00 | 0.00 | 123 | 112.84 | 12-31-2023 |
LEGEND FINANCIAL ADVISORS INC | COM | 2054 | $28,244 | 230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |