Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUENT CAPITAL LLC | Stock | 851 | $50,168 | 831 | 0.00 | 0.00 | 2 | 0.24 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 852 | $49,238 | 816 | 0.00 | 0.00 | -263 | -24.37 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 853 | $47,327 | 815 | 0.00 | 815 | +Inf | 12-31-2023 | |
CALDWELL SUTTER CAPITAL INC | COM | 854 | $48,634 | 806 | 0.00 | 0.00 | 89 | 12.41 | 03-31-2024 |