Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1101 | $8,791 | 33 | 0.00 | 0.00 | -6 | -15.38 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1103 | $8,026 | 30 | 0.00 | 0.00 | -84 | -73.68 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 30 | +Inf | 09-30-2023 |