Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPOTLIGHT ASSET GROUP INC | Stock | 601 | $176,698 | 340 | 0.00 | 340 | +Inf | 12-31-2023 | |
NEW CENTURY ADVISORS LLC | COM | 602 | $148,000 | 339 | 0.18 | 0.17 | 15 | 4.63 | 09-30-2022 |
ASB CONSULTORES LLC | COM | 603 | $216,972 | 338 | 0.00 | 338 | +Inf | 03-31-2024 | |
CREATIVEONE WEALTH LLC | COM | 604 | $216,000 | 336 | 0.01 | 336 | +Inf | 03-31-2024 |