Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALUED WEALTH ADVISORS LLC | ORD | 1051 | $6,749 | 73 | 0.00 | 73 | +Inf | 03-31-2024 | |
RED TORTOISE LLC | Stock | 1052 | $6,378 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TSFG LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 62 | 1550.00 | 12-31-2023 |