Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE | COM | 1651 | $1,628,339 | 3,068 | 0.00 | 0.00 | 494 | 19.19 | 12-31-2023 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1652 | $1,779,087 | 3,061 | 0.00 | 0.00 | 270 | 9.67 | 03-31-2024 |
STONNINGTON GROUP LLC | COM | 1653 | $1,809,000 | 3,060 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
CYPRESS CAPITAL MANAGEMENT LLC | COM | 1654 | $1,541,000 | 3,055 | 0.20 | 0.20 | 0 | 0.00 | 09-30-2021 |