Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARE FINANCIAL SERVICES INC | Stock | 3201 | $38,803 | 245 | 0.00 | 0.00 | 45 | 22.50 | 03-31-2024 |
ORG PARTNERS LLC | COMMON STOCK | 3202 | $44,182 | 241 | 0.00 | 241 | +Inf | 03-31-2024 | |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 3203 | $35,378 | 240 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 3204 | $43,138 | 239 | 0.00 | 239 | +Inf | 03-31-2024 |