Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 2751 | $251,588 | 1,444 | 0.00 | 1,444 | +Inf | 12-31-2023 | |
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM | 2752 | $212,860 | 1,444 | 0.00 | 1,444 | +Inf | 12-31-2023 | |
ALLIANCE WEALTH ADVISORS LLC | COM | 2753 | $259,545 | 1,438 | 0.00 | 0.00 | -293 | -16.93 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 2754 | $134,000 | 1,428 | 0.03 | 0.03 | 20 | 1.42 | 06-30-2021 |