Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONPOINT ADVISORY GROUP LLC | COM | 1201 | $4,032 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 1202 | $3,544 | 56 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 89.29 | 12-31-2023 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1204 | $3,000 | 52 | 0.00 | 52 | +Inf | 06-30-2021 |