Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 1901 | $16,020 | 115 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CEDAR WEALTH MANAGEMENT LLC | COM | 1902 | $23,577 | 114 | 0.00 | 114 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 111 | +Inf | 12-31-2023 | |
LEGACY BRIDGE LLC | COM | 1904 | $22,958 | 111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |