Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRON HORSE WEALTH MANAGEMENT LLC | CL A | 951 | $1,092 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CASTLEVIEW PARTNERS LLC | CL A | 952 | $1,092 | 4 | 0.00 | 4 | +Inf | 06-30-2024 | |
SUTTON WEALTH ADVISORS INC | Stock | 953 | $1,075 | 3 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DUNHILL FINANCIAL LLC | CL A | 954 | $703 | 3 | 0.00 | 0.00 | 1 | 50.00 | 06-30-2024 |