Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM NEW | 1301 | $33,203 | 304 | 0.00 | 0.00 | 252 | 484.62 | 06-30-2024 |
CYPRESS CAPITAL LLC | COM NEW | 1302 | $30,967 | 284 | 0.00 | 284 | +Inf | 06-30-2024 | |
INVESTORS RESEARCH CORP | COM NEW | 1303 | $30,749 | 282 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1304 | $32,319 | 274 | 0.00 | 0.00 | -102 | -27.13 | 06-30-2024 |