Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -30 | -1.81 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 1652 | $26,618 | 1,629 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARDSON CAPITAL MANAGEMENT LLC | UNIT | 1653 | $26,471 | 1,620 | 0.00 | 1,620 | +Inf | 03-31-2024 | |
LAKE POINT WEALTH MANAGEMENT | COMMON STOCK | 1654 | $14,000 | 1,606 | 0.01 | 0.01 | 435 | 37.15 | 06-30-2022 |