Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM WEALTH ALLIANCE LLC | COM | 3351 | $216,748 | 6,097 | 0.00 | 0.00 | -6,323 | -50.91 | 09-30-2023 |
ASTORIA PORTFOLIO ADVISORS LLC | COM | 3352 | $221,371 | 6,097 | 0.00 | 0.00 | 86 | 1.43 | 03-31-2024 |
FINANCIAL CONSULATE INC | COM | 3353 | $342,000 | 6,096 | 0.12 | 6,096 | +Inf | 06-30-2021 | |
ADE LLC | COM | 3354 | $305,771 | 6,085 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |