Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL AVENGERS INC | COMMON STOCK | 4151 | $27,986 | 190 | 0.00 | 0.00 | 1 | 0.53 | 03-31-2023 |
ALIGN WEALTH MANAGEMENT LLC | COM | 4152 | $23,994 | 185 | 0.00 | 185 | +Inf | 12-31-2022 | |
BULL OAK CAPITAL LLC | EQUITY | 4153 | $9,964 | 166 | 0.00 | 166 | +Inf | 03-31-2024 | |
KOZAK & ASSOCIATES INC | Stock | 4154 | $25,754 | 159 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |