Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 3701 | $21,354 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 3702 | $20,851 | 166 | 0.00 | 0.00 | -600 | -78.33 | 03-31-2024 |
HIBERNIA WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 161 | +Inf | 12-31-2023 | |
VALUED WEALTH ADVISORS LLC | COM | 3704 | $19,839 | 158 | 0.00 | 158 | +Inf | 03-31-2024 |