Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 5301 | $72,000 | 333 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
WEALTHCOLLAB LLC | COM CL A | 5302 | $91,539 | 328 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WFA OF SAN DIEGO LLC | COM CL A | 5303 | $85,303 | 325 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 5304 | $85,041 | 324 | 0.00 | 0.00 | -64 | -16.49 | 06-30-2024 |