Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1051 | $3,435 | 40 | 0.00 | 0.00 | -1,661 | -97.65 | 06-30-2024 |
ASPECT PARTNERS LLC | Stock | 1052 | $3,177 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
REDMONT WEALTH ADVISORS LLC | Stock | 1053 | $3,177 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
COLONIAL TRUST ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |