Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1401 | $18,000 | 67 | 0.00 | 0.01 | -487 | -87.91 | 12-31-2021 |
RATIONAL ADVISORS LLC | COM | 1402 | $14,835 | 66 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1403 | $16,438 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMFO LLC | COM | 1404 | $16,438 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |