Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMFO LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HERITAGE WEALTH ADVISORS | COM | 2602 | $74,117 | 1,172 | 0.00 | 1,172 | +Inf | 03-31-2024 | |
YD MORE INVESTMENTS LTD | COM NEW | 2603 | $73,653 | 1,168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -49,822 | -97.71 | 03-31-2024 |