Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW REPUBLIC CAPITAL LLC | COM | 2451 | $304,658 | 1,218 | 0.00 | 0.00 | 396 | 48.18 | 06-30-2024 |
CURATED WEALTH PARTNERS LLC | COM | 2452 | $303,569 | 1,215 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2453 | $303,091 | 1,213 | 0.00 | 0.00 | -42 | -3.35 | 06-30-2024 |
CHERRYDALE WEALTH MANAGEMENT LLC | COM | 2454 | $303,108 | 1,213 | 0.00 | 0.00 | 67 | 5.85 | 06-30-2024 |