Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | CL A | 1151 | $89,518 | 2,582 | 0.00 | 0.00 | 250 | 10.72 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1152 | $58,000 | 2,501 | 0.01 | 2,501 | +Inf | 09-30-2022 | |
ROSENBERG MATTHEW HAMILTON | Stock | 1153 | $66,980 | 2,478 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PARALLEL ADVISORS LLC | Stock | 1154 | $84,457 | 2,436 | 0.00 | 0.00 | 422 | 20.95 | 03-31-2024 |