Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGH NET WORTH ADVISORY GROUP LLC | COM | 1901 | $434,437 | 3,050 | 0.00 | 0.00 | -5 | -0.16 | 12-31-2023 |
C2C WEALTH MANAGEMENT LLC | COM | 1902 | $540,490 | 3,050 | 0.00 | 0.00 | -20 | -0.65 | 03-31-2024 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 1903 | $540,517 | 3,050 | 0.00 | 0.00 | -109 | -3.45 | 03-31-2024 |
9258 WEALTH MANAGEMENT LLC | Stock | 1904 | $539,947 | 3,047 | 0.00 | 0.00 | -246 | -7.47 | 03-31-2024 |