Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1051 | $3,899 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1052 | $3,441 | 72 | 0.00 | 72 | +Inf | 12-31-2023 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1053 | $3,394 | 71 | 0.00 | 0.00 | 56 | 373.33 | 12-31-2023 |
KEY FINANCIAL INC | COM | 1054 | $3,345 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |