Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARVEST GROUP WEALTH MANAGEMENT LLC | Stock | 3201 | $124,496 | 216 | 0.00 | 0.07 | 0 | 0.00 | 03-31-2023 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 3202 | $124,379 | 214 | 0.00 | 214 | +Inf | 03-31-2024 | |
RFP FINANCIAL GROUP LLC | TMO | 3203 | $107,328 | 212 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
COPPELL ADVISORY SOLUTIONS LLC | TMO | 3204 | $112,012 | 211 | 0.00 | 211 | +Inf | 12-31-2023 |