Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 3801 | $15,512 | 26 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FORMULAFOLIO INVESTMENTS LLC | COM | 3802 | $15,000 | 26 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2021 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 3803 | $14,915 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
IAG WEALTH PARTNERS LLC | Common Stock | 3804 | $12,615 | 25 | 0.00 | 0.00 | -5 | -16.67 | 03-31-2024 |