Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFO-TDC LLC | COM | 4751 | $47,512 | 443 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RED TORTOISE LLC | Stock | 4752 | $50,681 | 436 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 4753 | $46,106 | 434 | 0.00 | 0.43 | 324 | 294.55 | 09-30-2023 |
ALIGN WEALTH MANAGEMENT LLC | COM | 4754 | $37,631 | 431 | 0.00 | 431 | +Inf | 12-31-2022 |