Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 109 | +Inf | 03-31-2024 | |
TFO-TDC LLC | COM | 3752 | $52,811 | 108 | 0.00 | 0.00 | 106 | 5300.00 | 06-30-2023 |
NEO IVY CAPITAL MANAGEMENT | Stock | 3753 | $50,000 | 105 | 0.05 | 105 | +Inf | 03-31-2021 | |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 3754 | $62,643 | 105 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |