Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 901 | $105,075 | 74 | 0.00 | 0.00 | -16 | -17.78 | 12-31-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 902 | $105,000 | 74 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
MENDOTA FINANCIAL GROUP LLC | COM | 903 | $109,547 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVOLUTION ADVISERS INC | COM | 904 | $103,000 | 71 | 0.07 | 0.08 | 1 | 1.43 | 12-31-2023 |