Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 4951 | $38,395 | 112 | 0.00 | 0.00 | 1 | 0.90 | 06-30-2024 |
ALIGN WEALTH MANAGEMENT LLC | COM | 4952 | $30,353 | 110 | 0.00 | 110 | +Inf | 12-31-2022 | |
BRIAUD FINANCIAL PLANNING INC | COM | 4953 | $36,000 | 106 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2024 |
AMERICAN CAPITAL ADVISORY LLC | COM | 4954 | $35,349 | 102 | 0.00 | 0.00 | -9 | -8.11 | 06-30-2024 |