Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUSTCORE FINANCIAL SERVICES LLC | COM | 801 | $21,000 | 1,500 | 0.00 | 1,500 | +Inf | 09-30-2022 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 802 | $40,000 | 1,470 | 0.02 | 0.01 | 650 | 79.27 | 06-30-2021 |
LINDBROOK CAPITAL LLC | Stock | 803 | $11,571 | 1,441 | 0.00 | 0.00 | 63 | 4.57 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 804 | $11,499 | 1,432 | 0.00 | 0.00 | 1,332 | 1332.00 | 03-31-2024 |