Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CEDAR WEALTH MANAGEMENT LLC | COM | 2302 | $5,625 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 06-30-2024 | |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | Liquidated | $0 | 0 | 0.00 | 0.14 | -304 | -96.51 | 06-30-2024 |