Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR INVESTMENT RESEARCH LLC | COM | 1401 | $6,307 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | GNRC | 1402 | $6,181 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW MILLENNIUM GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1404 | $4,903 | 45 | 0.00 | 0.00 | 9 | 25.00 | 09-30-2023 |