Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 870 | +Inf | 12-31-2023 | |
QUENT CAPITAL LLC | Stock | 852 | $42,369 | 841 | 0.00 | 0.00 | 101 | 13.65 | 03-31-2024 |
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 853 | $41,958 | 833 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 854 | $39,513 | 784 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |