Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUKOKU MUTUAL LIFE INSURANCE CO | COM | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,995 | +Inf | 03-31-2024 | |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 953 | $264,137 | 1,984 | 0.00 | 0.00 | 5 | 0.25 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 954 | $264,000 | 1,984 | 0.00 | 0.01 | -3 | -0.15 | 03-31-2024 |