Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADAMS WEALTH MANAGEMENT | CAP STK CL C | 4401 | $441,042 | 2,405 | 0.00 | 0.00 | -70 | -2.83 | 06-30-2024 |
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | CAP STK CL C | 4402 | $440,391 | 2,401 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PACK PRIVATE WEALTH LLC | CAP STK CL C | 4403 | $440,208 | 2,400 | 0.00 | 0.00 | -44 | -1.80 | 06-30-2024 |
AVISO WEALTH MANAGEMENT | CAP STK CL C | 4404 | $337,950 | 2,398 | 0.00 | 2,398 | +Inf | 12-31-2023 |