Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 4501 | $6,176 | 14 | 0.00 | 0.00 | -187 | -93.03 | 06-30-2024 |
NALLS SHERBAKOFF GROUP LLC | CL A | 4502 | $5,030 | 14 | 0.00 | 14 | +Inf | 03-31-2023 | |
CEDAR WEALTH MANAGEMENT LLC | CL A | 4503 | $6,176 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FORMULAFOLIO INVESTMENTS LLC | COM CL A | 4504 | $5,000 | 13 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |