Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 1351 | $255,675 | 977 | 0.00 | 0.00 | -206 | -17.41 | 03-31-2024 |
ASSET MANAGEMENT RESOURCES LLC | COM | 1352 | $215,583 | 975 | 0.00 | 0.00 | 52 | 5.63 | 06-30-2023 |
INDEPENDENT WEALTH NETWORK INC | COM | Liquidated | $0 | 0 | 0.00 | 973 | +Inf | 03-31-2024 | |
SYNERGY FINANCIAL GROUP LTD | COM | 1354 | $253,868 | 970 | 0.00 | 0.00 | -12 | -1.22 | 03-31-2024 |