Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 401 | $391 | 226 | 0.00 | 226 | +Inf | 06-30-2024 | |
NEXT FINANCIAL GROUP INC | COM | 402 | $14,000 | 216 | 0.00 | 0.00 | -44 | -16.92 | 06-30-2021 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 403 | $352 | 203 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 404 | $346 | 200 | 0.00 | 0.00 | -6 | -2.91 | 06-30-2024 |