Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDIFF PARK ADVISORS LLC | COM | 1101 | $209,464 | 1,688 | 0.00 | 1,688 | +Inf | 12-31-2023 | |
KEEL POINT LLC | COM | 1102 | $233,432 | 1,683 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AXXCESS WEALTH MANAGEMENT LLC | COM | 1103 | $207,603 | 1,673 | 0.00 | 1,673 | +Inf | 12-31-2023 | |
CONNECTUS WEALTH LLC | COM | 1104 | $206,610 | 1,665 | 0.00 | 1,665 | +Inf | 12-31-2023 |