Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN EDWARDS INC | COM CL A | 1051 | $40,000 | 617 | 0.01 | 0.01 | 187 | 43.49 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1052 | $38,125 | 585 | 0.00 | 585 | +Inf | 03-31-2024 | |
COVINGTON CAPITAL MANAGEMENT | COM CL A | 1053 | $48,000 | 581 | 0.00 | 0.00 | 475 | 448.11 | 06-30-2022 |
OPTIMUM INVESTMENT ADVISORS | COM CL A | 1054 | $37,538 | 576 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |