Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOVELESS WEALTH MANAGEMENT LLC | COM | 2651 | $204,000 | 1,326 | 0.13 | 0.16 | -10 | -0.75 | 06-30-2022 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC | COM | 2652 | $230,654 | 1,324 | 0.00 | 0.00 | 49 | 3.84 | 03-31-2024 |
BELL ROCK CAPITAL LLC | COM | 2653 | $205,000 | 1,324 | 0.25 | 1,324 | +Inf | 09-30-2022 | |
TREK FINANCIAL LLC | COM | 2654 | $230,306 | 1,322 | 0.00 | 0.00 | 96 | 7.83 | 03-31-2024 |