Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAMILTON WEALTH LLC | COM | 751 | $219,465 | 5,092 | 0.00 | 5,092 | +Inf | 12-31-2023 | |
CLEARSTEAD ADVISORS LLC | COM | 752 | $247,748 | 5,058 | 0.00 | 0.00 | 220 | 4.55 | 03-31-2024 |
LEGACY CAPITAL GROUP CALIFORNIA INC | COM | 753 | $216,491 | 5,023 | 0.00 | 0.00 | -1,688 | -25.15 | 12-31-2023 |
SIGMA PLANNING CORP | COM | 754 | $215,566 | 5,002 | 0.00 | 0.00 | -2,998 | -37.48 | 12-31-2023 |