Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKY MOUNTAIN ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ANALYSTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 122 | +Inf | 12-31-2023 | |
RED TORTOISE LLC | Stock | 1053 | $4,187 | 120 | 0.00 | 0.00 | -47 | -28.14 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1054 | $3,596 | 112 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |