Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 2001 | $16,635 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $16,570 | 72 | 0.00 | 0.00 | 72 | +Inf | 03-31-2024 |
BIRCH CAPITAL MANAGEMENT LLC | Stock | 2003 | $16,340 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BIVIN & ASSOCIATES INC | COM | 2004 | $12,000 | 71 | 0.01 | 0.04 | -4,281 | -98.37 | 06-30-2022 |