Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | COM CL A | 551 | $5,992 | 501 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM CL A | 552 | $6,135 | 494 | 0.00 | 494 | +Inf | 12-31-2023 | |
CVA FAMILY OFFICE LLC | COM CL A | 553 | $6,024 | 485 | 0.00 | 485 | +Inf | 12-31-2023 | |
JFS WEALTH ADVISORS LLC | COM CL A | 554 | $5,574 | 466 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |