Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | CL A | 551 | $0 | 8 | 0.00 | 0.00 | 6 | 300.00 | 09-30-2022 |
TRUSTCORE FINANCIAL SERVICES LLC | CL A | 552 | $0 | 8 | 0.00 | 0.00 | 6 | 300.00 | 09-30-2022 |
SALEM INVESTMENT COUNSELORS INC | CL A | 553 | $101 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 554 | $88 | 5 | 0.00 | 0.00 | -70 | -93.33 | 12-31-2023 |