Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WORTH FINANCIAL ADVISORY GROUP LLC | COM | 3601 | $372,515 | 2,497 | 0.00 | 0.00 | 1 | 0.04 | 12-31-2023 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 3602 | $372,000 | 2,495 | 0.12 | 0.00 | 148 | 6.31 | 12-31-2023 |
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 3603 | $371,924 | 2,493 | 0.00 | 0.00 | -18 | -0.72 | 12-31-2023 |
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM | 3604 | $371,481 | 2,490 | 0.00 | 0.00 | 294 | 13.39 | 12-31-2023 |