Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 7.69 | 03-31-2024 |
TRIAD WEALTH PARTNERS LLC | COM | 1252 | $4,303 | 14 | 0.00 | 14 | +Inf | 06-30-2024 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1253 | $4,303 | 14 | 0.00 | 0.00 | 1 | 7.69 | 06-30-2024 |
QUARRY LP | COM | 1254 | $5,246 | 13 | 0.00 | 13 | +Inf | 03-31-2024 |