Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZONS WEALTH MANAGEMENT | Stock | 3251 | $9,011 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
LIFESTEPS FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 37 | +Inf | 06-30-2024 | |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 3253 | $9,000 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVION WEALTH | COM | 3254 | $10,000 | 37 | 0.00 | 0.00 | 1 | 2.78 | 03-31-2024 |