Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 701 | $3,000 | 59 | 0.00 | 0.00 | 35 | 145.83 | 03-31-2023 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 702 | $3,748 | 52 | 0.00 | 0.00 | -92 | -63.89 | 06-30-2023 |
HARBOUR INVESTMENTS INC | COM | 703 | $4,940 | 52 | 0.00 | 52 | +Inf | 06-30-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 704 | $4,845 | 51 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |