Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STILES FINANCIAL SERVICES INC | COM | 2151 | $2,839,790 | 18,111 | 0.00 | 0.00 | 376 | 2.12 | 12-31-2023 |
STRATOS WEALTH ADVISORS LLC | COM | 2152 | $2,861,673 | 18,090 | 0.00 | 0.00 | -17,686 | -49.44 | 03-31-2024 |
SYMPHONY FINANCIAL LTD CO | COM | 2153 | $2,851,575 | 18,026 | 0.00 | 0.00 | -2,445 | -11.94 | 03-31-2024 |
LEISURE CAPITAL MANAGEMENT | COM | 2154 | $2,983,519 | 18,025 | 0.00 | 0.00 | -119 | -0.66 | 06-30-2023 |