Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH STRATEGIES LLC | COM | Liquidated | $2,018 | 5 | 0.00 | 0.00 | 5 | +Inf | 06-30-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 1302 | $1,537 | 5 | 0.00 | 5 | +Inf | 06-30-2024 | |
CALDWELL SUTTER CAPITAL INC | COM | 1303 | $2,018 | 5 | 0.00 | 0.00 | 3 | 150.00 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1304 | $1,424 | 4 | 0.00 | 0.00 | 3 | 300.00 | 09-30-2023 |