Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 901 | $4,284 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GEN-WEALTH PARTNERS INC | Stock | 902 | $3,998 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
RFP FINANCIAL GROUP LLC | RS | 903 | $3,713 | 13 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SACHETTA LLC | COM | 904 | $3,624 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |