Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMERSON WEALTH LLC | COM | 3451 | $14,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
TOTH FINANCIAL ADVISORY CORP | CALL | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
ULLAND INVESTMENT ADVISORS LLC | Stock | 3453 | $19,000 | 96 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 3454 | $17,756 | 92 | 0.00 | 0.00 | 6 | 6.98 | 03-31-2024 |