Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGEWORTH TRUST CO OF SOUTH DAKOTA | COM | 701 | $324,180 | 3,756 | 0.00 | 0.00 | -199 | -5.03 | 03-31-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 702 | $323,918 | 3,752 | 0.00 | 0.00 | -48 | -1.26 | 03-31-2024 |
REGAL INVESTMENT ADVISORS LLC | COM | 703 | $322,285 | 3,734 | 0.00 | 3,734 | +Inf | 03-31-2024 | |
CONTINUUM ADVISORY LLC | COM | 704 | $292,981 | 3,723 | 0.00 | 0.00 | -2,525 | -40.41 | 12-31-2023 |