Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | Stock | 1901 | $506,800 | 4,929 | 0.00 | 4,929 | +Inf | 09-30-2023 | |
ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 1902 | $886,386 | 4,911 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH ALLIANCE | COM | 1903 | $720,687 | 4,889 | 0.00 | 0.00 | 2,096 | 75.04 | 12-31-2023 |
WEALTHSTONE INC | Equities | 1904 | $382,000 | 4,877 | 0.13 | 4,877 | +Inf | 03-31-2021 |