Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 1201 | $11,000 | 168 | 0.00 | 0.01 | -47 | -21.86 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM CL A | 1202 | $11,647 | 165 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 1203 | $10,623 | 163 | 0.00 | 163 | +Inf | 03-31-2024 | |
TYLER-STONE WEALTH MANAGEMENT | COM CL A | 1204 | $10,622 | 163 | 0.00 | 0.00 | -215 | -56.88 | 03-31-2024 |