Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 651 | $2,171 | 20 | 0.00 | 20 | +Inf | 12-31-2023 | |
WEALTHCOLLAB LLC | COM | 652 | $1,452 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
USA FINANCIAL FORMULAS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 654 | $1,520 | 14 | 0.00 | 0.00 | 11 | 366.67 | 12-31-2023 |