Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PAULSON WEALTH MANAGEMENT INC | COM | 4501 | $653,234 | 723 | 0.00 | 0.00 | -51 | -6.59 | 03-31-2024 |
SACHETTA LLC | COM | 4502 | $355,424 | 718 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTERGY PRIVATE WEALTH LLC | COM | 4503 | $648,788 | 718 | 0.00 | 0.00 | 180 | 33.46 | 03-31-2024 |
TRUADVICE LLC | COM | 4504 | $347,125 | 718 | 0.00 | 0.00 | 108 | 17.70 | 09-30-2023 |