Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 1501 | $2,601 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVION WEALTH | COM | 1502 | $3,000 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1503 | $2,000 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1504 | $2,153 | 24 | 0.00 | 0.00 | 2 | 9.09 | 06-30-2024 |