Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEMPUS WEALTH PLANNING LLC | COM | 2251 | $386,422 | 3,036 | 0.00 | 0.00 | -1,200 | -28.33 | 03-31-2024 |
MQS MANAGEMENT LLC | COM | 2252 | $350,531 | 3,020 | 0.00 | 3,020 | +Inf | 12-31-2023 | |
CENTAURUS FINANCIAL INC | COM | 2253 | $384,000 | 3,020 | 0.03 | 0.04 | -1,054 | -25.87 | 03-31-2024 |
VANTAGE FINANCIAL PARTNERS LLC | Stock | 2254 | $384,204 | 3,019 | 0.00 | 0.00 | 20 | 0.67 | 03-31-2024 |