Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1551 | $2,000 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SCARBOROUGH ADVISORS LLC | CL A | 1552 | $1,560 | 45 | 0.00 | 0.00 | 26 | 136.84 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | CL A | 1553 | $1,000 | 44 | 0.00 | 0.00 | 9 | 25.71 | 06-30-2024 |
VISIONPOINT ADVISORY GROUP LLC | CL A | 1554 | $1,939 | 44 | 0.00 | 0.00 | 1 | 2.33 | 06-30-2024 |