Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE POINT WEALTH MANAGEMENT | COM | 1801 | $17,000 | 300 | 0.01 | 0.00 | 200 | 200.00 | 06-30-2022 |
FORMULAFOLIO INVESTMENTS LLC | COM | 1802 | $17,000 | 298 | 0.01 | 0.00 | 98 | 49.00 | 06-30-2021 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1803 | $20,855 | 297 | 0.00 | 297 | +Inf | 12-31-2023 | |
LENOX WEALTH ADVISORS LLC | COM | 1804 | $20,000 | 284 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |