Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 32 | 12.65 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1052 | $16,000 | 276 | 0.00 | 276 | +Inf | 09-30-2021 | |
ALTSHULER SHAHAM LTD | COM | 1053 | $40,911 | 276 | 0.00 | 0.00 | -93 | -25.20 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1054 | $40,170 | 271 | 0.00 | 0.00 | -12 | -4.24 | 03-31-2024 |