Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | 1651 | $4,634 | 9 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1652 | $5,144 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANFIELD CAPITAL MANAGEMENT LLC | COM | 1653 | $5,144 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
DINUZZO PRIVATE WEALTH INC | COM | 1654 | $4,572 | 8 | 0.00 | 8 | +Inf | 03-31-2024 |