Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IPG INVESTMENT ADVISORS LLC | COM | 951 | $746,482 | 475 | 0.00 | 0.00 | 27 | 6.03 | 12-31-2023 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 952 | $601,833 | 475 | 0.00 | 0.00 | -70 | -12.84 | 09-30-2023 |
INTEGRITY WEALTH SOLUTIONS LLC | COM | 953 | $715,157 | 473 | 0.00 | 0.00 | 78 | 19.75 | 03-31-2024 |
WP ADVISORS LLC | COM | 954 | $737,052 | 469 | 0.00 | 0.00 | -30 | -6.01 | 12-31-2023 |