Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 4901 | $208,137 | 1,808 | 0.00 | 0.00 | -225 | -11.07 | 06-30-2024 |
FOUNDATION WEALTH MANAGEMENT LLC | COM | 4902 | $208,010 | 1,807 | 0.00 | 1,807 | +Inf | 06-30-2024 | |
BALANCED WEALTH GROUP LLC | COM | 4903 | $213,727 | 1,805 | 0.00 | 1,805 | +Inf | 03-31-2024 | |
ALLEY INVESTMENT MANAGEMENT COMPANY LLC | COM | 4904 | $207,216 | 1,800 | 0.00 | 1,800 | +Inf | 06-30-2024 |