Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1801 | $65,000 | 300 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
CONCORD WEALTH PARTNERS | COM | 1802 | $56,600 | 291 | 0.00 | 0.00 | -68 | -18.94 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1803 | $55,627 | 286 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SALOMON & LUDWIN LLC | COM | 1804 | $52,515 | 270 | 0.00 | 270 | +Inf | 03-31-2024 |