Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY SOLUTIONS LLC | COM | 351 | $833,526 | 11,603 | 0.00 | 0.00 | -1,850 | -13.75 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 352 | $846,630 | 11,329 | 0.00 | 0.00 | -71 | -0.62 | 03-31-2024 |
WHALEROCK POINT PARTNERS LLC | COM | 353 | $896,838 | 11,318 | 0.00 | 0.00 | 10,588 | 1450.41 | 03-31-2023 |
VIAWEALTH LLC | COM | 354 | $812,582 | 11,311 | 0.00 | 0.00 | 6,620 | 141.12 | 12-31-2023 |