Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUEDI WEALTH MANAGEMENT INC | COM | 3601 | $2,953 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 3602 | $2,953 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
IBEX WEALTH ADVISORS | COM | 3603 | $2,955 | 50 | 0.00 | 50 | +Inf | 06-30-2024 | |
COWEN PRIME ADVISORS LLC | Stock | 3604 | $3,180 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |