Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REALTA INVESTMENT ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -0.78 | 03-31-2024 |
STABLEPOINT PARTNERS LLC | COM | 2452 | $254,735 | 1,020 | 0.00 | 0.00 | 47 | 4.83 | 03-31-2024 |
AUSDAL FINANCIAL PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 34 | 3.45 | 12-31-2023 |
FSM WEALTH ADVISORS LLC | COM | 2454 | $253,486 | 1,015 | 0.00 | 1,015 | +Inf | 03-31-2024 |