Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | COM | 451 | $60,260 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2023 | |
ROCKY MOUNTAIN ADVISERS LLC | COM | 452 | $54,600 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 453 | $50,942 | 933 | 0.00 | 933 | +Inf | 03-31-2024 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 454 | $43,680 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |