Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 335 | 37.18 | 12-31-2023 |
HILLTOP NATIONAL BANK | CL A | 1002 | $119,800 | 1,232 | 0.00 | 1,232 | +Inf | 03-31-2024 | |
IFP ADVISORS INC | cs | 1003 | $108,677 | 1,167 | 0.00 | 0.00 | 182 | 18.48 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 1004 | $90,879 | 1,126 | 0.00 | 1,126 | +Inf | 06-30-2023 |