Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUARRY LP | COM | 1301 | $16,919 | 110 | 0.00 | 110 | +Inf | 12-31-2023 | |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 1302 | $14,895 | 110 | 0.00 | 0.00 | 110 | +Inf | 12-31-2022 |
SUTTON WEALTH ADVISORS INC | Stock | 1303 | $14,788 | 106 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AVION WEALTH | COM | 1304 | $19,000 | 104 | 0.01 | 0.00 | -4 | -3.70 | 03-31-2024 |