Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPEROSE ADVISORS LLC | COMMON | 1251 | $9,503 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1252 | $9,355 | 63 | 0.00 | 0.00 | 50 | 384.62 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1253 | $9,058 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACTIVEST WEALTH MANAGEMENT | COM | Liquidated | $9,058 | 61 | 0.00 | 0.00 | 61 | +Inf | 03-31-2024 |