Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMR WEALTH BUILDERS | COM | 1001 | $229,950 | 1,727 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 1002 | $225,290 | 1,692 | 0.00 | 1,692 | +Inf | 03-31-2024 | |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1003 | $225,024 | 1,690 | 0.00 | 0.00 | 18 | 1.08 | 03-31-2024 |
WINTRUST INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.02 | 1,680 | +Inf | 03-31-2024 |