Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 4551 | $131,904 | 1,078 | 0.00 | 0.00 | -89 | -7.63 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 4552 | $128,600 | 1,051 | 0.00 | 1,051 | +Inf | 03-31-2024 | |
AVION WEALTH | COM | 4553 | $93,000 | 1,032 | 0.03 | 0.02 | -24 | -2.27 | 12-31-2023 |
HOBBS GROUP ADVISORS LLC | COM | 4554 | $92,457 | 1,024 | 0.00 | 1,024 | +Inf | 12-31-2023 |