Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 901 | $6,756 | 408 | 0.00 | 0.00 | -592 | -59.20 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 902 | $6,000 | 380 | 0.00 | 380 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | COM | 903 | $6,833 | 379 | 0.00 | 0.00 | 29 | 8.29 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 378 | +Inf | 12-31-2023 |