Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
V2 FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,256 | +Inf | 06-30-2023 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 802 | $203,294 | 2,165 | 0.00 | 2,165 | +Inf | 06-30-2023 | |
WAHED INVEST LLC | COM | 803 | $66,000 | 2,044 | 0.04 | 2,044 | +Inf | 09-30-2022 | |
AMERICAN INTERNATIONAL GROUP INC | COM | 804 | $137,706 | 1,994 | 0.00 | 0.00 | -66 | -3.20 | 03-31-2024 |