Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | COM NEW | 701 | $952 | 22 | 0.00 | 22 | +Inf | 06-30-2024 | |
TUCKER ASSET MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 03-31-2024 | |
CAPITAL ADVISORS LTD LLC | COM NEW | 703 | $1,000 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NEXT FINANCIAL GROUP INC | COM NEW | 704 | $1,000 | 19 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |