Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALTON & ASSOCIATES INC | COM NEW | 1151 | $320,250 | 6,690 | 0.00 | 0.00 | 930 | 16.15 | 03-31-2024 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM NEW | 1152 | $320,107 | 6,687 | 0.00 | 0.00 | -261 | -3.76 | 03-31-2024 |
REGAL INVESTMENT ADVISORS LLC | COM NEW | 1153 | $319,239 | 6,669 | 0.00 | 0.00 | -469 | -6.57 | 03-31-2024 |
TCG ADVISORY SERVICES LLC | COM NEW | 1154 | $316,501 | 6,612 | 0.00 | 0.00 | 1,081 | 19.54 | 03-31-2024 |