Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WBH ADVISORY INC | COM | 1651 | $1,578,415 | 12,566 | 0.00 | 0.00 | 598 | 5.00 | 03-31-2024 |
EMFO LLC | COM | 1652 | $1,322,514 | 12,544 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REGAL INVESTMENT ADVISORS LLC | COM | 1653 | $1,319,724 | 12,518 | 0.00 | 0.00 | 448 | 3.71 | 12-31-2023 |
SIGMA PLANNING CORP | COM | 1654 | $1,309,684 | 12,422 | 0.00 | 0.00 | -15,385 | -55.33 | 12-31-2023 |