Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLAREMONT FINANCIAL GROUP INC | Common Stock | 4451 | $48,000 | 286 | 0.21 | 286 | +Inf | 03-31-2022 | |
CLEAR INVESTMENT RESEARCH LLC | COM | 4452 | $41,980 | 281 | 0.00 | 0.00 | 204 | 264.94 | 12-31-2023 |
ARTEMIS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 15.91 | 03-31-2024 |
CAROLINA WEALTH ADVISORS LLC | Stock | 4454 | $37,737 | 253 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |