Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PDS PLANNING INC | SH BEN INT NEW | 351 | $61,546 | 12,822 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | SH BEN INT NEW | 352 | $61,248 | 12,760 | 0.00 | 0.00 | -2,745 | -17.70 | 03-31-2024 |
IEQ CAPITAL LLC | SH BEN INT NEW | Liquidated | $0 | 0 | 0.00 | 12,759 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | SH BEN INT NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,066 | 9.42 | 03-31-2024 |