Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 501 | $4,435 | 112 | 0.00 | 112 | +Inf | 06-30-2024 | |
CAPE INVESTMENT ADVISORY INC | COM | 502 | $3,321 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
PARALLEL ADVISORS LLC | Stock | 503 | $3,603 | 91 | 0.00 | 0.00 | 23 | 33.82 | 06-30-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 504 | $2,000 | 85 | 0.00 | 0.00 | 72 | 553.85 | 03-31-2023 |