Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 1751 | $302,652 | 590 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2022 |
SYNTAX ADVISORS LLC | COM | 1752 | $256,462 | 589 | 0.00 | 0.00 | 30 | 5.37 | 09-30-2023 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1753 | $300,623 | 586 | 0.00 | 586 | +Inf | 12-31-2022 | |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 1754 | $260,354 | 586 | 0.00 | 0.00 | -62 | -9.57 | 06-30-2023 |