Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 0.21 | 06-30-2024 |
CROMWELL HOLDINGS LLC | Common Stock | 2102 | $487,234 | 1,948 | 0.00 | 1,948 | +Inf | 06-30-2024 | |
WALDEN WEALTH PARTNERS LLC | COM | 2103 | $469,770 | 1,942 | 0.00 | 1,942 | +Inf | 03-31-2024 | |
STOCKMAN WEALTH MANAGEMENT INC | COM | 2104 | $485,209 | 1,942 | 0.00 | 0.00 | 25 | 1.30 | 06-30-2024 |