Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEPOINT INC | COM | Liquidated | $0 | 0 | 0.00 | 4,276 | +Inf | 03-31-2024 | |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 1302 | $338,681 | 4,252 | 0.00 | 0.00 | -717 | -14.43 | 03-31-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 1303 | $340,840 | 4,251 | 0.00 | 0.00 | 99 | 2.38 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | COM | 1304 | $297,557 | 4,238 | 0.00 | 4,238 | +Inf | 12-31-2023 |