Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM | 2601 | $4,725 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
KINGS PATH PARTNERS LLC | COM | 2602 | $4,652 | 64 | 0.00 | 64 | +Inf | 06-30-2024 | |
RED TORTOISE LLC | Stock | 2603 | $4,506 | 62 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 2604 | $4,288 | 59 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |