Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 751 | $2,593 | 124 | 0.00 | 0.00 | 44 | 55.00 | 12-31-2023 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 752 | $3,334 | 121 | 0.00 | 121 | +Inf | 03-31-2024 | |
TORONTO DOMINION BANK | COM | 753 | $2,509 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VISIONPOINT ADVISORY GROUP LLC | COM | 754 | $3,141 | 114 | 0.00 | 0.00 | 3 | 2.70 | 03-31-2024 |