Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 9 | +Inf | 12-31-2023 | |
ACTIVEST WEALTH MANAGEMENT | COM | 2852 | $7,149 | 9 | 0.00 | 0.00 | 9 | +Inf | 03-31-2024 |
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 2853 | $7,503 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 2854 | $6,000 | 8 | 0.00 | 0.00 | -3 | -27.27 | 12-31-2023 |