Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM | 1701 | $7,000 | 44 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PIN OAK INVESTMENT ADVISORS INC | COM | 1702 | $6,000 | 43 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
GRADIENT INVESTMENTS LLC | COM | 1703 | $5,941 | 41 | 0.00 | 0.00 | -13 | -24.07 | 03-31-2024 |
CHRISTOPHER J HASENBERG INC | Stock | 1704 | $5,651 | 39 | 0.00 | 39 | +Inf | 03-31-2024 |