Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 1551 | $25,000 | 96 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
EVERGREEN PRIVATE WEALTH LLC | COM | 1552 | $21,588 | 96 | 0.00 | 96 | +Inf | 12-31-2023 | |
COVESTOR LTD | COMMON | 1553 | $25,000 | 95 | 0.02 | 0.03 | -101 | -51.53 | 06-30-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 1554 | $23,504 | 94 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |