Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | 351 | $272,208 | 12,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CFO4LIFE GROUP LLC | COM NEW | 352 | $270,071 | 12,457 | 0.00 | 0.00 | 140 | 1.14 | 03-31-2024 |
SCIENTECH RESEARCH LLC | COM NEW | 353 | $275,401 | 12,042 | 0.00 | 12,042 | +Inf | 12-31-2023 | |
RETIREMENT GUYS FORMULA LLC | COM NEW | 354 | $22,450 | 11,903 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |