Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | COM | 551 | $4,568 | 277 | 0.00 | 277 | +Inf | 06-30-2023 | |
PRINCIPAL SECURITIES INC | COM | 552 | $7,642 | 275 | 0.00 | 0.00 | 54 | 24.43 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 553 | $4,321 | 262 | 0.00 | 0.00 | -10 | -3.68 | 06-30-2023 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 554 | $6,000 | 250 | 0.00 | 0.00 | -25 | -9.09 | 12-31-2021 |