Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 3401 | $115,722 | 2,134 | 0.00 | 0.00 | -47 | -2.15 | 03-31-2024 |
ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.02 | 2,110 | +Inf | 12-31-2023 | |
COWEN PRIME SERVICES LLC | Stock | 3403 | $140,000 | 2,100 | 0.05 | 0.05 | 0 | 0.00 | 06-30-2021 |
FSA WEALTH MANAGEMENT LLC | Equity | 3404 | $112,263 | 2,070 | 0.00 | 0.05 | -107 | -4.92 | 03-31-2024 |