Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 3751 | $9,593 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WEALTHSTREET INVESTMENT ADVISORS LLC | COM | 3752 | $11,000 | 150 | 0.30 | 0.22 | 0 | 0.00 | 03-31-2022 |
PSI ADVISORS LLC | COMMON STOCK | 3753 | $7,945 | 147 | 0.00 | 147 | +Inf | 03-31-2024 | |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 3754 | $7,173 | 132 | 0.00 | 132 | +Inf | 03-31-2024 |