Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIMESCALE FINANCIAL INC | SPONSORED ADR | 1801 | $5,439 | 76 | 0.00 | 76 | +Inf | 06-30-2023 | |
TUCKER ASSET MANAGEMENT LLC | SPONSORED ADR | 1802 | $5,368 | 75 | 0.00 | 75 | +Inf | 06-30-2023 | |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | International Equities | 1803 | $4,888 | 75 | 0.00 | 0.05 | 6 | 8.70 | 09-30-2023 |
AVION WEALTH | SPONSORED ADR | 1804 | $6,000 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |