Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN WEALTH MANAGEMENT INC | Stock | 2551 | $302,812 | 5,224 | 0.00 | 0.00 | -265 | -4.83 | 03-31-2024 |
MMBG INVESTMENT ADVISORS CO | COM | Liquidated | $0 | 0 | 0.00 | 5,220 | +Inf | 03-31-2024 | |
ADVISORY ALPHA LLC | COM | 2553 | $302,607 | 5,220 | 0.00 | 0.00 | 89 | 1.73 | 03-31-2024 |
MAGNUS FINANCIAL GROUP LLC | COM | 2554 | $302,338 | 5,216 | 0.00 | 0.00 | -101 | -1.90 | 03-31-2024 |