Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | COM | 951 | $5,433 | 78 | 0.00 | 78 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | Stock | 952 | $4,980 | 72 | 0.00 | 72 | +Inf | 03-31-2024 | |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 1.45 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 954 | $2,542 | 66 | 0.00 | 66 | +Inf | 12-31-2023 |