Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA PRIVATE WEALTH SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,775 | +Inf | 03-31-2024 | |
SMITH SALLEY & ASSOCIATES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 250 | 4.62 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,811 | 47.37 | 03-31-2024 |
PRUDENTIAL PLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,706 | -45.66 | 03-31-2024 |