Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 551 | $21,000 | 1,149 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2021 |
ADVISORY SERVICES NETWORK LLC | REIT | Liquidated | $0 | 0 | 0.00 | 1,119 | +Inf | 03-31-2024 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 256 | 29.98 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 40 | 3.76 | 03-31-2024 |