Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPIRE PRIVATE CAPITAL LLC | COM | 551 | $344 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ABOUND WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
GIBSON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 44 | +Inf | 03-31-2024 | |
SUTTON WEALTH ADVISORS INC | Stock | 554 | $384 | 42 | 0.00 | 0.00 | -55 | -56.70 | 09-30-2023 |