Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS INC /AR/ | COM | 1051 | $242,850 | 2,164 | 0.00 | 0.00 | -490 | -18.46 | 09-30-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1052 | $284,549 | 2,156 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VERDENCE CAPITAL ADVISORS LLC | COM | 1053 | $282,965 | 2,144 | 0.00 | 0.00 | -614 | -22.26 | 03-31-2024 |
WEDBUSH SECURITIES INC | COM | 1054 | $260,000 | 2,140 | 0.01 | 0.01 | -192 | -8.23 | 12-31-2023 |