Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALUED WEALTH ADVISORS LLC | COM | 4051 | $81,686 | 105 | 0.00 | 105 | +Inf | 03-31-2024 | |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 4052 | $80,908 | 104 | 0.00 | 0.00 | 4 | 4.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 4053 | $60,624 | 104 | 0.00 | 104 | +Inf | 12-31-2023 | |
PSI ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 8.60 | 03-31-2024 |