Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX WEALTH ADVISORS | COM | 1851 | $348,059 | 1,225 | 0.00 | 0.00 | 1 | 0.08 | 03-31-2024 |
GYL FINANCIAL SYNERGIES LLC | COM | 1852 | $360,638 | 1,223 | 0.00 | 0.00 | -482 | -28.27 | 12-31-2023 |
CALLAN CAPITAL LLC | COM | 1853 | $360,638 | 1,223 | 0.00 | 0.00 | -203 | -14.24 | 12-31-2023 |
GM ADVISORY GROUP LLC | COM | 1854 | $359,754 | 1,220 | 0.00 | 1,220 | +Inf | 12-31-2023 |