Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR WEALTH MANAGEMENT LLC | CL A | 551 | $11,574 | 225 | 0.00 | 0.00 | -400 | -64.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | CL A | 552 | $10,998 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | CL A | 553 | $9,000 | 222 | 0.00 | 0.00 | -13 | -5.53 | 06-30-2021 |
BELL INVESTMENT ADVISORS INC | CL A | 554 | $11,163 | 217 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |