Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GDS WEALTH MANAGEMENT | COM | 2051 | $692,767 | 1,523 | 0.00 | 0.00 | 19 | 1.26 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 2052 | $688,883 | 1,520 | 0.00 | 0.00 | 82 | 5.70 | 12-31-2023 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 2053 | $687,794 | 1,512 | 0.00 | 0.00 | 23 | 1.54 | 03-31-2024 |
AUSDAL FINANCIAL PARTNERS INC | COM | 2054 | $686,512 | 1,509 | 0.00 | 0.00 | -297 | -16.45 | 03-31-2024 |