Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DYNAMIC WEALTH STRATEGIES LLC | COM | 1501 | $10,000 | 93 | 0.01 | 93 | +Inf | 03-31-2024 | |
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 93 | +Inf | 03-31-2024 | |
ADVISORNET FINANCIAL INC | Stock | 1503 | $9,959 | 89 | 0.00 | 0.00 | -14 | -13.59 | 03-31-2024 |
DUNHILL FINANCIAL LLC | COM | 1504 | $9,528 | 85 | 0.00 | 0.00 | 3 | 3.66 | 03-31-2024 |