Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLISTICO WEALTH LLC | COM | 2251 | $868,625 | 3,301 | 0.00 | 0.00 | 92 | 2.87 | 12-31-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 2252 | $667,754 | 3,293 | 0.00 | 0.00 | -427 | -11.48 | 09-30-2023 |
VIAWEALTH LLC | COM | 2253 | $865,467 | 3,289 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VISIONARY WEALTH ADVISORS | COM | 2254 | $863,110 | 3,280 | 0.00 | 0.00 | 102 | 3.21 | 12-31-2023 |