Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE WEALTH LLC | COMMON STOCK | 2051 | $12,000 | 127 | 0.01 | 127 | +Inf | 06-30-2022 | |
WEALTHCOLLAB LLC | COM | 2052 | $16,355 | 119 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 2053 | $16,217 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 2054 | $13,000 | 114 | 0.00 | 0.00 | -123 | -51.90 | 06-30-2023 |