Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 2701 | $291,815 | 1,186 | 0.00 | 0.00 | -14 | -1.17 | 06-30-2023 |
20/20 CAPITAL MANAGEMENT INC | COM | 2702 | $257,000 | 1,183 | 0.07 | 1,183 | +Inf | 06-30-2021 | |
GSA CAPITAL PARTNERS LLP | COM | 2703 | $433,000 | 1,181 | 0.03 | 1,181 | +Inf | 03-31-2024 | |
MEREDITH WEALTH PLANNING | COM | 2704 | $432,398 | 1,180 | 0.00 | 0.00 | -189 | -13.81 | 03-31-2024 |