Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 501 | $1,134 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 502 | $1,127 | 164 | 0.00 | 0.00 | -34 | -17.17 | 06-30-2024 |
MOISAND FITZGERALD TAMAYO LLC | COM | 503 | $1,058 | 154 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BELL INVESTMENT ADVISORS INC | COM | 504 | $1,173 | 129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |