Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOCUSED WEALTH MANAGEMENT INC | COM | 2601 | $5,779,195 | 32,039 | 0.00 | 0.00 | -261 | -0.81 | 03-31-2024 |
ALLSTATE CORP | EQU | 2602 | $3,307,656 | 32,023 | 0.00 | 1.19 | -335,159 | -91.28 | 03-31-2023 |
FORTITUDE ADVISORY GROUP LLC | COM | 2603 | $5,773,964 | 32,010 | 0.00 | 0.00 | -2,398 | -6.97 | 03-31-2024 |
IGNITE PLANNERS LLC | COM | 2604 | $5,792,752 | 32,009 | 0.00 | 0.00 | -1,344 | -4.03 | 03-31-2024 |