Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 1351 | $296,775 | 1,902 | 0.00 | 0.00 | -686 | -26.51 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 1352 | $466,000 | 1,893 | 0.05 | 1,893 | +Inf | 12-31-2022 | |
ETHOS FINANCIAL GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 1,891 | +Inf | 12-31-2023 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1354 | $291,755 | 1,869 | 0.00 | 0.09 | -108 | -5.46 | 03-31-2024 |