Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
9258 WEALTH MANAGEMENT LLC | Stock | 2601 | $619,649 | 1,228 | 0.00 | 0.00 | 106 | 9.45 | 03-31-2024 |
PINNACLE PRIVATE WEALTH LLC | COM | 2602 | $449,000 | 1,227 | 0.18 | 0.17 | 5 | 0.41 | 06-30-2022 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 1,226 | +Inf | 03-31-2024 | |
IAM ADVISORY LLC | COM | 2604 | $616,621 | 1,222 | 0.00 | 0.00 | -70 | -5.42 | 03-31-2024 |