Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 401 | $1,481 | 100 | 0.00 | 0.00 | -59 | -37.11 | 12-31-2023 |
TRUVESTMENTS CAPITAL LLC | COM | 402 | $1,492 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PERFORMA LTD (US) LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 404 | $2,000 | 88 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |