Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | CAP STK CL C | 2651 | $2,468,330 | 13,457 | 0.00 | 0.00 | -988 | -6.84 | 06-30-2024 |
ZHANG FINANCIAL LLC | CAP STK CL C | 2652 | $2,467,713 | 13,454 | 0.00 | 0.00 | -202 | -1.48 | 06-30-2024 |
MODERN WEALTH MANAGEMENT LLC | CAP STK CL C | 2653 | $2,286,824 | 13,429 | 0.00 | 13,429 | +Inf | 03-31-2024 | |
FRISCH FINANCIAL GROUP INC | CAP STK CL C | 2654 | $2,461,000 | 13,417 | 0.75 | 0.69 | -132 | -0.97 | 06-30-2024 |