Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2001 | $26,365 | 202 | 0.00 | 0.00 | 2 | 1.00 | 03-31-2024 |
TRUE WEALTH DESIGN LLC | COM | 2002 | $26,044 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
HOEY INVESTMENTS INC | COM | 2003 | $24,526 | 200 | 0.00 | 0.00 | -125 | -38.46 | 06-30-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 2004 | $26,044 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |