Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM | 1851 | $4,000 | 18 | 0.00 | 18 | +Inf | 12-31-2023 | |
CALDWELL SUTTER CAPITAL INC | COM | 1852 | $4,427 | 17 | 0.00 | 0.00 | -4 | -19.05 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1853 | $3,818 | 16 | 0.00 | 0.00 | -97 | -85.84 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COM | 1854 | $3,896 | 16 | 0.00 | 16 | +Inf | 12-31-2023 |