Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 601 | $34,748 | 563 | 0.00 | 0.00 | 86 | 18.03 | 03-31-2024 |
IFP ADVISORS INC | cs | 602 | $26,182 | 549 | 0.00 | 0.00 | 119 | 27.67 | 12-31-2023 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | CL A | 603 | $30,860 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | CL A | 604 | $23,845 | 500 | 0.00 | 500 | +Inf | 12-31-2023 |