Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL GROUP CALIFORNIA INC | COM | 1451 | $226,182 | 1,725 | 0.00 | 1,725 | +Inf | 12-31-2023 | |
DRIVE WEALTH MANAGEMENT LLC | COM | 1452 | $256,270 | 1,721 | 0.00 | 0.00 | 7 | 0.41 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1453 | $157,000 | 1,707 | 0.02 | 1,707 | +Inf | 09-30-2022 | |
ADVISORY ALPHA LLC | COM | 1454 | $254,257 | 1,707 | 0.00 | 1,707 | +Inf | 03-31-2024 |