Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARTEMIS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALUED WEALTH ADVISORS LLC | COM | 4202 | $36,947 | 740 | 0.00 | 740 | +Inf | 03-31-2024 | |
RETIREMENT GROUP LLC | COM | 4203 | $36,240 | 726 | 0.00 | 0.00 | 263 | 56.80 | 03-31-2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 4204 | $36,830 | 713 | 0.00 | 0.22 | 661 | 1271.15 | 09-30-2023 |