Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 1451 | $28,554 | 541 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADDISON ADVISORS LLC | COM | 1452 | $28,027 | 531 | 0.00 | 0.00 | 78 | 17.22 | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 523 | +Inf | 12-31-2023 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1454 | $35,000 | 512 | 0.02 | 0.01 | 0 | 0.00 | 06-30-2021 |