Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL MARKET STRATEGIES LLC | COM | 3501 | $250,516 | 1,266 | 0.00 | 1,266 | +Inf | 06-30-2024 | |
SAWYER & COMPANY INC | COM | 3502 | $250,000 | 1,265 | 0.10 | 0.00 | -265 | -17.32 | 06-30-2024 |
LANTERN WEALTH ADVISORS LLC | COM | 3503 | $250,120 | 1,264 | 0.00 | 0.00 | -270 | -17.60 | 06-30-2024 |
MYSTIC ASSET MANAGEMENT INC | COM | 3504 | $249,329 | 1,260 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |