Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARMO FINANCIAL GROUP LLC | COM | 6201 | $371,197 | 987 | 0.00 | 0.00 | 27 | 2.81 | 12-31-2023 |
SEASIDE WEALTH MANAGEMENT INC | COM | 6202 | $309,754 | 981 | 0.00 | 0.00 | -8 | -0.81 | 09-30-2023 |
TREASURE COAST FINANCIAL PLANNING | COM | 6203 | $412,306 | 980 | 0.00 | 0.00 | -146 | -12.97 | 03-31-2024 |
SYNTAX ADVISORS LLC | COM | 6204 | $308,803 | 978 | 0.00 | 0.00 | -18 | -1.81 | 09-30-2023 |