Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM SHS BEN IN | 151 | $227,947 | 10,959 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTERN WEALTH MANAGEMENT LLC | COM SHS BEN IN | 152 | $224,536 | 10,795 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARBOR INVESTMENT ADVISORY LLC | CEF | 153 | $223,510 | 10,613 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM SHS BEN IN | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,482 | -12.27 | 03-31-2024 |