Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR MOUNTAIN ADVISORS LLC | COM | 3601 | $13,361 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 3602 | $13,362 | 22 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
TRANSCENDENT CAPITAL GROUP LLC | COM | 3603 | $10,224 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIBERNIA WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 12-31-2023 |