Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG ADVISORS | COM | 2701 | $655,161 | 7,256 | 0.00 | 0.00 | 133 | 1.87 | 12-31-2023 |
LCM CAPITAL MANAGEMENT INC | COM | 2702 | $654,649 | 7,251 | 0.00 | 0.00 | -3 | -0.04 | 12-31-2023 |
LEO BROKERAGE LLC | COM | 2703 | $646,892 | 7,246 | 0.00 | 0.00 | 299 | 4.30 | 06-30-2023 |
VIAWEALTH LLC | COM | 2704 | $653,970 | 7,243 | 0.00 | 0.00 | -1,290 | -15.12 | 12-31-2023 |