Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANGLEWOOD LEGACY ADVISORS LLC | MF Closed and MF Open | 301 | $33,413 | 3,338 | 0.00 | 3,338 | +Inf | 03-31-2024 | |
FSA WEALTH MANAGEMENT LLC | Equity | 302 | $30,030 | 3,000 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 303 | $23,007 | 2,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH ADVISORS | COM | 304 | $20,000 | 2,255 | 0.00 | 2,255 | +Inf | 06-30-2021 |