Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONPOINT ADVISORY GROUP LLC | COM | 1751 | $4,060 | 14 | 0.00 | 0.00 | -2 | -12.50 | 03-31-2024 |
MCF ADVISORS LLC | COM | 1752 | $4,060 | 14 | 0.00 | 0.00 | 2 | 16.67 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1753 | $3,770 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | Liquidated | $3,770 | 13 | 0.00 | 0.00 | 13 | +Inf | 03-31-2024 |