Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM | 1351 | $2,407,831 | 9,803 | 0.00 | 0.00 | 619 | 6.74 | 12-31-2023 |
OPTAS LLC | COM | 1352 | $1,992,520 | 9,785 | 0.00 | 0.00 | 79 | 0.81 | 09-30-2023 |
PFG INVESTMENTS LLC | COM | 1353 | $2,398,937 | 9,755 | 0.00 | 0.00 | 5,460 | 127.12 | 03-31-2024 |
MACRO CONSULTING GROUP | COM | 1354 | $2,144,000 | 9,754 | 1.10 | 1.16 | 21 | 0.22 | 06-30-2021 |