Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DHJJ FINANCIAL ADVISORS LTD | COM CL A | 5351 | $61,677 | 221 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD CAPITAL MANAGEMENT LLC | COM CL A | 5352 | $55,805 | 213 | 0.00 | 0.00 | 10 | 4.93 | 06-30-2024 |
HARVEST GROUP WEALTH MANAGEMENT LLC | Stock | 5353 | $47,798 | 212 | 0.00 | 0.03 | 0 | 0.00 | 03-31-2023 |
TIDEMARK LLC | Common Stock | 5354 | $54,975 | 209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |