Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE | COM | 801 | $390,694 | 2,636 | 0.00 | 0.00 | 118 | 4.69 | 03-31-2024 |
HANLON INVESTMENT MANAGEMENT INC | COM | 802 | $388,224 | 2,619 | 0.00 | 0.00 | 527 | 25.19 | 03-31-2024 |
CAPROCK GROUP LLC | COM | 803 | $383,920 | 2,582 | 0.00 | 0.00 | -158 | -5.77 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | COM | 804 | $248,000 | 2,540 | 0.02 | 2,540 | +Inf | 12-31-2022 |