Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONPOINT ADVISORY GROUP LLC | COM NEW | 301 | $38,272 | 416 | 0.00 | 0.00 | -28 | -6.31 | 03-31-2024 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 396 | +Inf | 12-31-2023 | |
CWM LLC | COM NEW | 303 | $36,000 | 388 | 0.00 | 0.00 | 108 | 38.57 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 304 | $32,000 | 358 | 0.01 | 0.00 | 114 | 46.72 | 09-30-2021 |