Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 2901 | $13,255 | 183 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAKE POINT WEALTH MANAGEMENT | CL A | 2902 | $11,000 | 180 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
CSAT INVESTMENT ADVISORY LP | CL A | 2903 | $11,000 | 180 | 0.01 | 180 | +Inf | 03-31-2021 | |
CENTERPOINT ADVISORS LLC | CL A | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |