Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANSING STREET ADVISORS | Stock | 451 | $5,683 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 452 | $5,885 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 453 | $4,000 | 38 | 0.00 | 38 | +Inf | 09-30-2022 | |
JFS WEALTH ADVISORS LLC | COM | 454 | $4,593 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |