Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACIMA PRIVATE WEALTH LLC | Stock | 401 | $159,192 | 1,760 | 0.00 | 1,760 | +Inf | 06-30-2023 | |
SRS CAPITAL ADVISORS INC | CL A | 402 | $158,885 | 1,607 | 0.00 | 0.00 | -74 | -4.40 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 403 | $158,192 | 1,600 | 0.00 | 0.00 | 100 | 6.67 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,455 | -60.59 | 03-31-2024 |