Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUENT CAPITAL LLC | Stock | 1251 | $32,869 | 226 | 0.00 | 0.00 | 29 | 14.72 | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 216 | +Inf | 12-31-2023 | |
PRINCIPAL SECURITIES INC | COM | 1253 | $30,833 | 212 | 0.00 | 0.00 | -35 | -14.17 | 03-31-2024 |
UMB BANK NA | COM | 1254 | $30,543 | 210 | 0.00 | 0.00 | 3 | 1.45 | 03-31-2024 |