Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE PRIVATE WEALTH ADVISORS | COM | 1101 | $444,370 | 1,698 | 0.00 | 0.00 | 104 | 6.52 | 03-31-2024 |
CRUMLY & ASSOCIATES INC | COM | 1102 | $440,998 | 1,685 | 0.00 | 0.00 | 118 | 7.53 | 03-31-2024 |
LLOYD ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,676 | +Inf | 12-31-2023 | |
WD RUTHERFORD LLC | COM | 1104 | $433,147 | 1,655 | 0.00 | 0.00 | -360 | -17.87 | 03-31-2024 |