Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | 1051 | $426,349 | 7,375 | 0.00 | 0.00 | -824 | -10.05 | 12-31-2023 |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1052 | $389,294 | 7,373 | 0.00 | 0.00 | -423 | -5.43 | 09-30-2023 |
NBC SECURITIES INC | Stock | 1053 | $514,000 | 7,367 | 0.05 | 0.04 | 311 | 4.41 | 03-31-2024 |
WEALTHSTONE INC | Equities | 1054 | $283,000 | 7,341 | 0.10 | 7,341 | +Inf | 03-31-2021 |