Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALUED WEALTH ADVISORS LLC | COM | 1501 | $4,866 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
TFC FINANCIAL MANAGEMENT INC | COM | 1502 | $4,045 | 61 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -14 | -18.92 | 03-31-2024 |
ARLINGTON TRUST CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 03-31-2024 |