Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM NEW | 1251 | $86,223 | 1,103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 1252 | $72,712 | 1,072 | 0.00 | 0.00 | -73 | -6.38 | 12-31-2023 |
GREENWOOD GEARHART INC | Stock | 1253 | $72,154 | 1,065 | 0.00 | 1,065 | +Inf | 12-31-2023 | |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM NEW | 1254 | $61,000 | 1,060 | 0.03 | 0.06 | -40,814 | -97.47 | 06-30-2023 |