Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | COM NEW | 1101 | $331,235 | 4,373 | 0.00 | 0.00 | -5,079 | -53.73 | 06-30-2024 |
CABLE HILL PARTNERS LLC | Common Stock | 1102 | $324,355 | 4,369 | 0.00 | 4,369 | +Inf | 06-30-2024 | |
SUMMIT FINANCIAL LLC | Common Stock | 1103 | $322,844 | 4,349 | 0.00 | 4,349 | +Inf | 06-30-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1104 | $324,379 | 4,346 | 0.00 | 0.00 | -4,160 | -48.91 | 06-30-2024 |