Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1451 | $460,000 | 7,601 | 0.04 | 0.04 | 563 | 8.00 | 06-30-2021 |
NORTHSTAR ADVISORY GROUP LLC | COM | 1452 | $594,192 | 7,594 | 0.00 | 0.00 | 187 | 2.52 | 03-31-2024 |
YEOMANS CONSULTING GROUP INC | COM | 1453 | $541,135 | 7,543 | 0.00 | 0.00 | 486 | 6.89 | 03-31-2024 |
ELEMENT WEALTH LLC | COM | 1454 | $540,821 | 7,539 | 0.00 | 0.00 | -313 | -3.99 | 03-31-2024 |