Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 651 | $1,487 | 78 | 0.00 | 0.00 | 29 | 59.18 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 74 | +Inf | 12-31-2023 | |
STEWARD FINANCIAL GROUP LLC | COM | 653 | $1,000 | 72 | 0.00 | 0.00 | 67 | 1340.00 | 03-31-2023 |
PRINCIPAL SECURITIES INC | COM | 654 | $1,200 | 70 | 0.00 | 70 | +Inf | 12-31-2023 |