Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1601 | $52,444 | 681 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 1602 | $51,828 | 673 | 0.00 | 0.00 | 97 | 16.84 | 06-30-2024 |
KEY FINANCIAL INC | COM | 1603 | $37,287 | 645 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALBION FINANCIAL GROUP /UT | COM | 1604 | $49,672 | 645 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |