Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONPOINT ADVISORY GROUP LLC | CL A | 1301 | $3,139 | 30 | 0.00 | 0.00 | 2 | 7.14 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | CL A | 1302 | $3,139 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1303 | $3,001 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1304 | $5,000 | 26 | 0.00 | 0.00 | -4 | -13.33 | 12-31-2021 |