Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 501 | $266,910 | 4,200 | 0.00 | 4,200 | +Inf | 12-31-2023 | |
LINDENWOLD ADVISORS INC | COM | 502 | $266,020 | 4,186 | 0.00 | 0.00 | -45 | -1.06 | 12-31-2023 |
PRIVATE ADVISOR GROUP LLC | COM | 503 | $261,991 | 4,123 | 0.00 | 4,123 | +Inf | 12-31-2023 | |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 504 | $259,761 | 4,087 | 0.00 | 4,087 | +Inf | 12-31-2023 |