Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 601 | $1,918 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 602 | $1,751 | 63 | 0.00 | 63 | +Inf | 03-31-2024 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 604 | $1,556 | 56 | 0.00 | 0.00 | -342 | -85.93 | 03-31-2024 |