Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARDY REED LLC | COM | 3301 | $231,947 | 175 | 0.00 | 175 | +Inf | 03-31-2024 | |
INSPIRION WEALTH ADVISORS LLC | COM | 3302 | $231,947 | 175 | 0.00 | 175 | +Inf | 03-31-2024 | |
PARKSIDE INVESTMENTS LLC | Stock | Liquidated | $231,159 | 174 | 0.00 | 0.00 | 174 | +Inf | 03-31-2024 |
CALTON & ASSOCIATES INC | COM | 3304 | $230,673 | 174 | 0.00 | 0.00 | -37 | -17.54 | 03-31-2024 |