Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 101 | $87,803 | 23,167 | 0.00 | 0.00 | 1,784 | 8.34 | 12-31-2023 |
HBK SORCE ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -21,879 | -49.82 | 12-31-2023 |
VANGUARD CAPITAL WEALTH ADVISORS | COM | 103 | $82,157 | 21,678 | 0.00 | 0.00 | 474 | 2.24 | 12-31-2023 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 104 | $79,000 | 20,667 | 0.00 | 0.00 | -4,348 | -17.38 | 03-31-2024 |