Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 2201 | $20,840 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOLSTEIN CAPITAL LLC | COM | 2202 | $14,793 | 58 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 2203 | $20,000 | 57 | 0.02 | 57 | +Inf | 03-31-2024 | |
CAROLINAS WEALTH CONSULTING LLC | COM | 2204 | $17,707 | 57 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |