Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON HILLS WEALTH MANAGEMENT LLC | COM | 3601 | $266,220 | 1,017 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TRADEMARK FINANCIAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,015 | +Inf | 03-31-2024 | |
EDGE WEALTH MANAGEMENT LLC | COM | 3603 | $251,959 | 1,014 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TACTIVE ADVISORS LLC | COM | 3604 | $265,207 | 1,013 | 0.00 | 1,013 | +Inf | 06-30-2023 |