Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL AVENGERS INC | COMMON STOCK | 3701 | $8,404 | 121 | 0.00 | 0.00 | 1 | 0.83 | 03-31-2023 |
CREEKMUR ASSET MANAGEMENT LLC | COM | 3702 | $5,820 | 113 | 0.00 | 113 | +Inf | 12-31-2023 | |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 3703 | $6,128 | 113 | 0.00 | 0.00 | 35 | 44.87 | 03-31-2024 |
KOZAK & ASSOCIATES INC | Stock | 3704 | $5,520 | 110 | 0.00 | 0.00 | 1 | 0.92 | 12-31-2023 |