Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRON HORSE WEALTH MANAGEMENT LLC | COM | 2901 | $6,896 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVION WEALTH | COM | 2902 | $7,000 | 23 | 0.00 | 0.00 | 7 | 43.75 | 03-31-2024 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 2903 | $5,401 | 22 | 0.00 | 22 | +Inf | 06-30-2023 | |
DINUZZO PRIVATE WEALTH INC | COM | 2904 | $6,375 | 22 | 0.00 | 22 | +Inf | 03-31-2024 |