Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1001 | $39,000 | 257 | 0.00 | 0.00 | 4 | 1.58 | 06-30-2021 |
HARBOUR INVESTMENTS INC | COM | 1002 | $39,930 | 257 | 0.00 | 0.00 | 225 | 703.12 | 12-31-2023 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 1003 | $39,153 | 252 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 1004 | $23,000 | 251 | 0.05 | 251 | +Inf | 09-30-2022 |