Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 2601 | $247,676 | 603 | 0.00 | 0.00 | 32 | 5.60 | 03-31-2024 |
CARR FINANCIAL GROUP CORP | COM | 2602 | $246,855 | 601 | 0.00 | 601 | +Inf | 03-31-2024 | |
AXIM PLANNING & WEALTH | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRACTAL INVESTMENTS LLC | COM | 2604 | $246,444 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |