Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 2,136 | +Inf | 12-31-2023 | |
PROATHLETE WEALTH MANAGEMENT LLC | COM | 2802 | $375,312 | 2,135 | 0.00 | 0.00 | 247 | 13.08 | 03-31-2024 |
BLACKDIAMOND WEALTH MANAGEMENT LLC | COM | 2803 | $374,960 | 2,133 | 0.00 | 0.00 | 173 | 8.83 | 03-31-2024 |
MISSION CREEK CAPITAL PARTNERS INC | COM | 2804 | $533,469 | 2,132 | 0.00 | 0.30 | 1,073 | 101.32 | 09-30-2023 |