Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL WEALTH ALLIANCE LLC | COM | 3951 | $1,847,272 | 10,241 | 0.00 | 0.00 | 2,904 | 39.58 | 03-31-2024 |
COMMONWEALTH FINANCIAL SERVICES LLC | COM | 3952 | $1,553,757 | 10,226 | 0.00 | 0.00 | 168 | 1.67 | 03-31-2024 |
INSPIRION WEALTH ADVISORS LLC | COM | 3953 | $1,844,205 | 10,224 | 0.00 | 0.00 | 127 | 1.26 | 03-31-2024 |
LARAWAY FINANCIAL ADVISORS INC | COM | 3954 | $1,551,307 | 10,210 | 0.00 | 0.00 | 19 | 0.19 | 12-31-2023 |