Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1251 | $3,000 | 16 | 0.00 | 0.00 | -64 | -80.00 | 06-30-2022 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1252 | $4,740 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1254 | $4,443 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |