Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHANNEL WEALTH LLC | COM | 2151 | $551,622 | 6,036 | 0.00 | 0.00 | 369 | 6.51 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | 2152 | $550,716 | 6,026 | 0.00 | 0.00 | -1,588 | -20.86 | 03-31-2024 |
BELMONT CAPITAL LLC | COM | 2153 | $550,202 | 6,020 | 0.00 | 0.00 | 28 | 0.47 | 03-31-2024 |
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 2154 | $547,255 | 5,988 | 0.00 | 0.00 | 515 | 9.41 | 03-31-2024 |