Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | 751 | $408,410 | 2,743 | 0.00 | 0.00 | -445 | -13.96 | 03-31-2024 |
AXXCESS WEALTH MANAGEMENT LLC | SHS | 752 | $407,032 | 2,734 | 0.00 | 0.00 | 19 | 0.70 | 03-31-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | SHS | 753 | $403,374 | 2,734 | 0.00 | 0.00 | 19 | 0.70 | 03-31-2024 |
NINEPOINTTWO CAPITAL LLC | SHS | 754 | $284,000 | 2,709 | 0.12 | 2,709 | +Inf | 09-30-2023 |