Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | CL A COM | 1001 | $595 | 62 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MEEDER ASSET MANAGEMENT INC | CL A COM | 1002 | $1,180 | 61 | 0.00 | 61 | +Inf | 03-31-2024 | |
SOUND INCOME STRATEGIES LLC | CL A COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 03-31-2024 | |
PAYPAY SECURITIES CORP | CL A COM | 1004 | $601 | 57 | 0.00 | 0.00 | -9 | -13.64 | 09-30-2023 |