Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 551 | $4,596 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 553 | $4,596 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
SUREVEST LLC | COM | 554 | $4,000 | 17 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |