Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | REIT | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 | |
ARMSTRONG ADVISORY GROUP INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM NEW | 503 | $28,000 | 591 | 0.00 | 0.00 | -37 | -5.89 | 06-30-2021 |
NBC SECURITIES INC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |