Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC FINANCIAL CONCEPTS LLC | COM | 1701 | $214,201 | 816 | 0.00 | 816 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE ADVISORY GROUP LLC | COM | Liquidated | $212,100 | 808 | 0.00 | 0.00 | 808 | +Inf | 03-31-2024 |
SPOTLIGHT ASSET GROUP INC | Stock | 1703 | $184,558 | 804 | 0.00 | 804 | +Inf | 12-31-2023 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1704 | $210,526 | 802 | 0.00 | 0.00 | 5 | 0.63 | 03-31-2024 |