Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JW COLE ADVISORS INC | COM | 701 | $1,232,249 | 8,493 | 0.00 | 0.00 | 3 | 0.04 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | Stock | 702 | $983,000 | 8,466 | 0.10 | 8,466 | +Inf | 12-31-2022 | |
DELTA ACCUMULATION LLC | COM | 703 | $3,767,568 | 8,400 | 0.00 | 8,400 | +Inf | 12-31-2023 | |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 704 | $1,231,280 | 8,390 | 0.00 | 0.00 | 115 | 1.39 | 03-31-2024 |