Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAME PLAN FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 125 | +Inf | 03-31-2024 | |
TRIFECTA CAPITAL ADVISORS LLC | COM | 2752 | $14,065 | 124 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2753 | $9,000 | 118 | 0.01 | 118 | +Inf | 09-30-2022 | |
TIMESCALE FINANCIAL INC | COM | 2754 | $10,619 | 117 | 0.00 | 117 | +Inf | 06-30-2023 |