Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 1702 | $3,000 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM | 1703 | $4,000 | 93 | 0.00 | 93 | +Inf | 03-31-2024 | |
PALADIN ADVISORY GROUP LLC | COM | 1704 | $3,239 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |