Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 451 | $17,133 | 168 | 0.00 | 0.00 | 105 | 166.67 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | 452 | $15,468 | 150 | 0.00 | 150 | +Inf | 09-30-2023 | |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 150 | +Inf | 03-31-2024 | |
WFA OF SAN DIEGO LLC | COM | 454 | $14,437 | 140 | 0.00 | 140 | +Inf | 09-30-2023 |