Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIGGS ASSET MANAGMENT CO INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -6.56 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1552 | $4,962 | 56 | 0.00 | 0.00 | 10 | 21.74 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM CL A | 1553 | $4,299 | 55 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 1554 | $4,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |