Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCOURSE FINANCIAL GROUP SECURITIES INC | CL A | 1651 | $7,476 | 17 | 0.00 | 0.00 | 1 | 6.25 | 09-30-2023 |
ICA GROUP WEALTH MANAGEMENT LLC | Stock/ETF | 1652 | $4,650 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | CL A | 1653 | $4,651 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
HC FINANCIAL ADVISORS INC | CL A | 1654 | $9,000 | 16 | 0.01 | 0.01 | -16 | -50.00 | 03-31-2022 |