Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 2601 | $25,409 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISLAY CAPITAL MANAGEMENT LLC | COM | 2602 | $25,051 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORION CAPITAL MANAGEMENT LLC | COM | 2603 | $23,977 | 67 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
FINANCIAL CONNECTIONS GROUP INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |