Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 3701 | $121,549 | 1,069 | 0.00 | 0.00 | 5 | 0.47 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM | 3702 | $117,000 | 1,065 | 0.08 | 0.08 | 0 | 0.00 | 12-31-2023 |
NALLS SHERBAKOFF GROUP LLC | COM | 3703 | $117,135 | 1,064 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3704 | $116,564 | 1,059 | 0.00 | 0.00 | -37 | -3.38 | 12-31-2023 |