Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REX CAPITAL ADVISORS LLC | COM | 3501 | $274,000 | 600 | 0.18 | 0.21 | 0 | 0.00 | 12-31-2022 |
WEALTHQUEST CORP | COM | 3502 | $438,164 | 598 | 0.00 | 0.00 | 56 | 10.33 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 3503 | $437,000 | 596 | 0.37 | 596 | +Inf | 03-31-2024 | |
CWS FINANCIAL ADVISORS LLC | COM | 3504 | $435,465 | 594 | 0.00 | 0.00 | -212 | -26.30 | 03-31-2024 |