Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRONT ROW ADVISORS LLC | Stock | Liquidated | $1,694 | 220 | 0.00 | 0.00 | 220 | +Inf | 03-31-2024 |
SIGNATUREFD LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -116 | -36.36 | 03-31-2024 |
CITY STATE BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 404 | $2,909 | 191 | 0.00 | 191 | +Inf | 09-30-2022 |