Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COM | 1602 | $5,455 | 24 | 0.00 | 24 | +Inf | 12-31-2023 | |
SUTTON WEALTH ADVISORS INC | Stock | 1603 | $4,423 | 22 | 0.00 | 0.00 | 9 | 69.23 | 09-30-2023 |
WEALTHCOLLAB LLC | COM NEW | 1604 | $5,001 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |