Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM | 1751 | $259,903 | 1,678 | 0.00 | 0.00 | -167 | -9.05 | 12-31-2023 |
MONEY CONCEPTS CAPITAL CORP | COM | 1752 | $271,223 | 1,678 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KESLER NORMAN & WRIDE LLC | COM | 1753 | $270,357 | 1,673 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 1754 | $264,234 | 1,673 | 0.00 | 0.02 | -16 | -0.95 | 12-31-2022 |