Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LATITUDE ADVISORS LLC | COM | 2051 | $254,856 | 3,552 | 0.00 | 3,552 | +Inf | 03-31-2024 | |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 2052 | $249,161 | 3,547 | 0.00 | 0.00 | 118 | 3.44 | 06-30-2023 |
SYNTEGRA PRIVATE WEALTH GROUP LLC | COM | 2053 | $254,390 | 3,546 | 0.00 | 0.00 | -390 | -9.91 | 03-31-2024 |
ALTRIUS CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -617 | -14.82 | 03-31-2024 |