Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOMURA HOLDINGS INC | COM | 1401 | $232,882 | 3,895 | 0.00 | 3,895 | +Inf | 06-30-2023 | |
SANDBOX FINANCIAL PARTNERS LLC | COM | 1402 | $204,800 | 3,877 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ADVISORY ALPHA LLC | COM | 1403 | $204,737 | 3,876 | 0.00 | 0.00 | -253 | -6.13 | 06-30-2024 |
CATALYST WEALTH MANAGEMENT LLC | COM | 1404 | $245,048 | 3,870 | 0.00 | 0.00 | -682 | -14.98 | 03-31-2023 |