Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR INVESTMENT RESEARCH LLC | CL C | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 03-31-2024 | |
WR WEALTH PLANNERS LLC | Stock | 1702 | $8,826 | 64 | 0.00 | 0.00 | 32 | 100.00 | 06-30-2024 |
COLONIAL TRUST CO / SC | Stock | 1703 | $8,721 | 63 | 0.00 | 0.00 | 30 | 90.91 | 06-30-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC | CL C | 1704 | $3,000 | 63 | 0.00 | 63 | +Inf | 03-31-2022 |