Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTENNIAL WEALTH ADVISORY LLC | COM | 3351 | $581,970 | 4,410 | 0.00 | 0.00 | 75 | 1.73 | 03-31-2024 |
CAPITAL MARKET STRATEGIES LLC | COM | 3352 | $579,951 | 4,395 | 0.00 | 4,395 | +Inf | 03-31-2024 | |
PHYSICIAN WEALTH ADVISORS INC | COM | 3353 | $549,673 | 4,395 | 0.00 | 0.00 | 5 | 0.11 | 03-31-2024 |
CAPITAL MARKET STRATEGIES LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |