Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | COM | 2051 | $10,357 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARMSTRONG ADVISORY GROUP INC | COM | 2052 | $8,382 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BBVA USA | COM | 2053 | $7,000 | 44 | 0.00 | 0.00 | -91 | -67.41 | 09-30-2021 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 2054 | $9,206 | 40 | 0.00 | 0.00 | 19 | 90.48 | 03-31-2024 |