Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENEDETTI & GUCER INC | Equity | Liquidated | $0 | 0 | 0.44 | 404 | +Inf | 12-31-2023 | |
JUPITER WEALTH MANAGEMENT LLC | COM | 852 | $1,279,667 | 402 | 0.00 | 0.00 | -10 | -2.43 | 03-31-2024 |
AJ WEALTH STRATEGIES LLC | COM | 853 | $859,878 | 402 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2023 |
CONNECTIVE PORTFOLIO MANAGEMENT LLC | COM | 854 | $1,162,708 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |