Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1776 WEALTH LLC | Common | Liquidated | $0 | 0 | 0.00 | 6,510 | +Inf | 06-30-2024 | |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC | CAP STK CL C | 3402 | $1,192,230 | 6,500 | 0.00 | 6,500 | +Inf | 06-30-2024 | |
TRITON WEALTH MANAGEMENT PLLC | CAP STK CL C | 3403 | $1,190,995 | 6,487 | 0.00 | 0.00 | 874 | 15.57 | 06-30-2024 |
DELTA ASSET MANAGEMENT LLC/TN | CAP STK CL C | 3404 | $1,189,479 | 6,485 | 0.00 | 0.00 | 10 | 0.15 | 06-30-2024 |