Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 602 | $2,795 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 603 | $2,609 | 14 | 0.00 | 0.00 | -17 | -54.84 | 06-30-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 604 | $2,049 | 11 | 0.00 | 11 | +Inf | 06-30-2024 |