Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | CL A | 1551 | $8,665 | 102 | 0.00 | 0.00 | -34 | -25.00 | 06-30-2023 |
ATTICUS WEALTH MANAGEMENT LLC | CL A | 1552 | $11,535 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVION WEALTH | CL A | 1553 | $12,000 | 100 | 0.00 | 0.00 | 14 | 16.28 | 03-31-2024 |
CORDASCO FINANCIAL NETWORK | CL A | 1554 | $8,000 | 100 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2022 |