Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCURATE WEALTH MANAGEMENT LLC | COM | 2301 | $356,554 | 1,002 | 0.00 | 0.00 | -3 | -0.30 | 09-30-2023 |
ABBOT FINANCIAL MANAGEMENT INC | COM | 2302 | $608,545 | 1,002 | 0.00 | 0.00 | -7 | -0.69 | 03-31-2024 |
VOYA FINANCIAL ADVISORS INC | COM | 2303 | $614,144 | 1,001 | 0.00 | 0.00 | -34 | -3.29 | 03-31-2024 |
VISIONARY WEALTH ADVISORS | COM | 2304 | $607,558 | 1,000 | 0.00 | 0.00 | -8 | -0.79 | 03-31-2024 |