Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADDISON ADVISORS LLC | COM | 3601 | $20,696 | 337 | 0.00 | 0.00 | 217 | 180.83 | 12-31-2023 |
TIMESCALE FINANCIAL INC | COM | 3602 | $22,421 | 336 | 0.00 | 336 | +Inf | 06-30-2023 | |
SYSTM WEALTH SOLUTIONS LLC | COM | 3603 | $22,107 | 330 | 0.00 | 0.00 | -297 | -47.37 | 03-31-2024 |
PALADIN ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |