Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM | 3401 | $83,000 | 136 | 0.02 | 0.02 | 4 | 3.03 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 3402 | $64,755 | 133 | 0.00 | 0.00 | 13 | 10.83 | 12-31-2023 |
FINANCIAL AVENGERS INC | COMMON STOCK | 3403 | $44,912 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WEALTHCOLLAB LLC | COM | 3404 | $78,953 | 130 | 0.00 | 0.00 | -34 | -20.73 | 03-31-2024 |