Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUSDAL FINANCIAL PARTNERS INC | COM | 1751 | $1,499,399 | 35,734 | 0.00 | 0.00 | -112 | -0.31 | 03-31-2024 |
TRUEWEALTH ADVISORS LLC | COM | 1752 | $1,498,144 | 35,704 | 0.00 | 0.00 | -107 | -0.30 | 03-31-2024 |
WMG FINANCIAL ADVISORS LLC | COM | 1753 | $1,344,391 | 35,660 | 0.00 | 0.00 | -5,417 | -13.19 | 12-31-2023 |
GRAND CENTRAL INVESTMENT GROUP | COM | 1754 | $1,352,000 | 35,608 | 1.88 | 3.10 | -6,877 | -16.19 | 09-30-2022 |