Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | REIT | 1151 | $1,417 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
LENOX WEALTH ADVISORS LLC | COM | 1152 | $2,000 | 32 | 0.00 | 0.00 | 15 | 88.24 | 03-31-2022 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 1153 | $1,350 | 31 | 0.00 | 31 | +Inf | 03-31-2024 | |
DUNHILL FINANCIAL LLC | COM | 1154 | $1,263 | 29 | 0.00 | 0.00 | 5 | 20.83 | 03-31-2024 |