Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWSQUARE CAPITAL LLC | Stock | 1501 | $17,470 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 1502 | $17,365 | 329 | 0.00 | 0.00 | -23 | -6.53 | 03-31-2024 |
FINANCIAL AVENGERS INC | COMMON STOCK | 1503 | $14,229 | 321 | 0.00 | 0.00 | 2 | 0.63 | 03-31-2023 |
PINNACLE WEALTH ADVISORS | COM | 1504 | $22,000 | 311 | 0.00 | 311 | +Inf | 06-30-2021 |