Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 651 | $285,921 | 8,195 | 0.00 | 0.00 | -8,668 | -51.40 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 652 | $328,999 | 8,180 | 0.00 | 0.00 | 7,096 | 654.61 | 06-30-2023 |
HORIZON FAMILY WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 8,132 | +Inf | 03-31-2024 | |
ARGI INVESTMENT SERVICES LLC | COM | 654 | $368,000 | 8,099 | 0.01 | 0.01 | 49 | 0.61 | 09-30-2022 |