Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | SHS USD | 801 | $4,339 | 35 | 0.00 | 0.00 | 6 | 20.69 | 06-30-2023 |
ALPHAMARK ADVISORS LLC | COM | 802 | $4,000 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 803 | $4,000 | 33 | 0.00 | 0.00 | -1 | -2.94 | 12-31-2021 |
GENEOS WEALTH MANAGEMENT INC | SHS USD | 804 | $3,733 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |