Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 3251 | $21,732 | 190 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 3252 | $21,504 | 188 | 0.00 | 0.00 | 57 | 43.51 | 06-30-2024 |
WEALTHCOLLAB LLC | COM | 3253 | $22,274 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CSAT INVESTMENT ADVISORY LP | COM | 3254 | $9,000 | 174 | 0.01 | 174 | +Inf | 03-31-2021 |