Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT PLANNING CO OF NEW ENGLAND INC | SPONSORED ADR | 551 | $44,189 | 12,483 | 0.00 | 0.00 | 677 | 5.73 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 0.12 | 03-31-2024 |
KLCM ADVISORS INC | COM | 553 | $44,013 | 12,433 | 0.00 | 0.00 | -2,101 | -14.46 | 03-31-2024 |
PRIME CAPITAL INVESTMENT ADVISORS LLC | ADR | 554 | $42,472 | 12,419 | 0.00 | 12,419 | +Inf | 12-31-2023 |