Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM NEW | 501 | $888 | 200 | 0.00 | 0.00 | -364 | -64.54 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM NEW | 502 | $888 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 503 | $4,000 | 178 | 0.00 | 0.00 | 101 | 131.17 | 09-30-2021 |
ORG PARTNERS LLC | DDD | Liquidated | $0 | 0 | 0.00 | 157 | +Inf | 03-31-2024 |