Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWSQUARE CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELOS WEALTH ADVISORS LLC | COM | 3552 | $4,549 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
ASPIRE PRIVATE CAPITAL LLC | COM | 3553 | $4,549 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |