Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 2201 | $115,000 | 118 | 0.07 | 0.07 | -26 | -18.06 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.86 | 03-31-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2203 | $112,179 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2204 | $108,000 | 111 | 0.00 | 0.00 | 63 | 131.25 | 03-31-2024 |