Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 901 | $13,842 | 107 | 0.00 | 0.00 | 39 | 57.35 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 902 | $12,932 | 101 | 0.00 | 101 | +Inf | 03-31-2024 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 903 | $4,000 | 100 | 0.00 | 100 | +Inf | 09-30-2022 | |
SUNBELT SECURITIES INC | Stock | 904 | $12,937 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |