Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE POINT WEALTH MANAGEMENT | COM | 651 | $11,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
SRS CAPITAL ADVISORS INC | COM | 652 | $10,354 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | REIT | 654 | $10,250 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |