Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 951 | $6,926 | 74 | 0.00 | 0.00 | 4 | 5.71 | 12-31-2023 |
ARMSTRONG ADVISORY GROUP INC | COM | 952 | $6,833 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 68 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -5.80 | 03-31-2024 |