Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 1551 | $10,582 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 1552 | $9,000 | 161 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.01 | 153 | 2185.71 | 12-31-2023 |
STEWARD FINANCIAL GROUP LLC | SHS | 1554 | $9,000 | 157 | 0.00 | 0.00 | 78 | 98.73 | 03-31-2023 |