Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 351 | $118,478 | 940 | 0.00 | 0.00 | -245 | -20.68 | 12-31-2023 |
COLONIAL TRUST CO / SC | Stock | 352 | $116,587 | 925 | 0.00 | 0.00 | 675 | 270.00 | 12-31-2023 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 353 | $97,000 | 774 | 0.00 | 774 | +Inf | 12-31-2023 | |
USA FINANCIAL FORMULAS | COM | 354 | $93,774 | 744 | 0.00 | 744 | +Inf | 12-31-2023 |