Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS CAPITAL MANAGEMENT LLC | SHS | 3251 | $16,691 | 213 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HBC FINANCIAL SERVICES PLLC | Stock | 3252 | $16,000 | 210 | 0.01 | 0.01 | 7 | 3.45 | 03-31-2024 |
MD FINANCIAL MANAGEMENT INC | SHS | 3253 | $26,000 | 210 | 0.00 | 0.00 | 105 | 100.00 | 09-30-2021 |
SOA WEALTH ADVISORS LLC | Stock | 3254 | $17,953 | 206 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |