Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 651 | $312,378 | 892 | 0.00 | 0.00 | -152 | -14.56 | 03-31-2024 |
DAKOTA WEALTH MANAGEMENT | COM | 652 | $310,629 | 887 | 0.00 | 0.00 | -358 | -28.76 | 03-31-2024 |
TEVIS INVESTMENT MANAGEMENT | COM | 653 | $301,872 | 862 | 0.00 | 862 | +Inf | 03-31-2024 | |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 654 | $320,000 | 856 | 0.02 | 0.00 | -93 | -9.80 | 03-31-2024 |