Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | COM | 751 | $19,551 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 39 | +Inf | 03-31-2024 | |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 38 | +Inf | 03-31-2024 |