Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MBL WEALTH LLC | COM | 2651 | $658,263 | 16,552 | 0.00 | 0.00 | 1,234 | 8.06 | 06-30-2024 |
WEALTH ADVISORS OF TAMPA BAY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.23 | -4,400 | -21.01 | 06-30-2024 |
AM INVESTMENT STRATEGIES LLC | COM | 2653 | $657,000 | 16,528 | 0.16 | 0.16 | 18 | 0.11 | 06-30-2024 |
STALEY CAPITAL ADVISERS INC | COM | 2654 | $656,205 | 16,500 | 0.00 | 0.00 | -49 | -0.30 | 06-30-2024 |