Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALEXANDRIA CAPITAL LLC | COM | 1401 | $534,000 | 5,000 | 0.05 | 0.06 | 0 | 0.00 | 06-30-2021 |
INTELLECTUS PARTNERS LLC | COM | 1402 | $661,278 | 4,978 | 0.00 | 0.00 | 385 | 8.38 | 12-31-2023 |
WEALTH ALLIANCE | COM | 1403 | $657,558 | 4,950 | 0.00 | 0.00 | 1,164 | 30.74 | 12-31-2023 |
GM ADVISORY GROUP LLC | COM | 1404 | $656,761 | 4,944 | 0.00 | 0.00 | 331 | 7.18 | 12-31-2023 |