Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -3.85 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 452 | $26,299 | 183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 453 | $26,000 | 169 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
TRUVESTMENTS CAPITAL LLC | COM | 454 | $17,384 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |