Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 3801 | $92,008 | 950 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ROBBINS FARLEY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 3803 | $106,499 | 937 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 3804 | $106,000 | 935 | 0.09 | 935 | +Inf | 03-31-2024 |