Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 601 | $13,269 | 235 | 0.00 | 0.00 | 85 | 56.67 | 06-30-2023 |
CENTERPOINT ADVISORS LLC | COM | 602 | $17,000 | 214 | 0.01 | 0.01 | -42 | -16.41 | 03-31-2024 |
ACUITAS INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 | |
CENTRAL TRUST CO | COM | 604 | $16,232 | 200 | 0.00 | 0.00 | -61 | -23.37 | 03-31-2024 |