Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT INVESTMENT GROUP LLC | ADR | 1751 | $228,038 | 1,776 | 0.00 | 0.00 | -1,000 | -36.02 | 03-31-2024 |
BENCHMARK FINANCIAL WEALTH ADVISORS LLC | ADR | 1752 | $226,752 | 1,766 | 0.00 | 0.00 | -465 | -20.84 | 03-31-2024 |
WELLS TRECASO FINANCIAL GROUP LLC | ADR | 1753 | $226,498 | 1,764 | 0.00 | 1,764 | +Inf | 03-31-2024 | |
PRAIRIE WEALTH ADVISORS INC | ADR | 1754 | $226,729 | 1,754 | 0.00 | 1,754 | +Inf | 03-31-2024 |