Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 1051 | $29,000 | 174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STATE OF WYOMING | COM | 1052 | $17,949 | 155 | 0.00 | 0.08 | -1,574 | -91.04 | 06-30-2023 |
GRADIENT INVESTMENTS LLC | COM | 1053 | $24,954 | 145 | 0.00 | 0.00 | -38 | -20.77 | 03-31-2024 |
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |