Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGHT WEALTH STRATEGIES LLC | COM | 1501 | $3,915,557 | 2,954 | 0.00 | 0.00 | 2 | 0.07 | 03-31-2024 |
CFS INVESTMENT ADVISORY SERVICES LLC | COM | 1502 | $3,283,000 | 2,941 | 0.59 | 0.33 | -10 | -0.34 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM | 1503 | $3,275,798 | 2,935 | 0.00 | 0.00 | 152 | 5.46 | 12-31-2023 |
BEAUMONT FINANCIAL PARTNERS LLC | COM | 1504 | $1,300,000 | 2,928 | 0.12 | 0.13 | 4 | 0.14 | 09-30-2022 |