Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICANA PARTNERS LLC | COM | 2351 | $681,041 | 6,205 | 0.00 | 0.00 | -2,630 | -29.77 | 12-31-2023 |
CONTINUUM ADVISORY LLC | COM | 2352 | $681,084 | 6,186 | 0.00 | 0.00 | -490 | -7.34 | 12-31-2023 |
MTM INVESTMENT MANAGEMENT LLC | COM | 2353 | $701,610 | 6,173 | 0.00 | 0.00 | -55 | -0.88 | 03-31-2024 |
FIRSTPURPOSE WEALTH LLC | COM | 2354 | $596,596 | 6,160 | 0.00 | 0.00 | -45 | -0.73 | 09-30-2023 |