Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM NEW | 1651 | $3,118 | 42 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FRG FAMILY WEALTH ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 06-30-2024 | |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1653 | $3,049 | 39 | 0.00 | 39 | +Inf | 03-31-2024 | |
LEVEL FINANCIAL ADVISORS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |