Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2301 | $18,153 | 70 | 0.00 | 0.00 | -19 | -21.35 | 12-31-2023 |
GAME PLAN FINANCIAL ADVISORS LLC | COM | 2302 | $19,774 | 70 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | 2303 | $17,917 | 69 | 0.00 | 0.00 | -7 | -9.21 | 12-31-2023 |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 2304 | $19,209 | 68 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |