Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1501 | $120,436 | 869 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1502 | $111,061 | 850 | 0.00 | 0.06 | 0 | 0.00 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | COM | 1503 | $101,000 | 846 | 0.01 | 0.01 | 467 | 123.22 | 03-31-2022 |
CAPITAL ADVISORS LTD LLC | COM | 1504 | $117,000 | 845 | 0.02 | 0.02 | 25 | 3.05 | 03-31-2024 |