Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP NATIONAL BANK | COM | 651 | $62,244 | 1,226 | 0.00 | 1,226 | +Inf | 03-31-2024 | |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 653 | $45,202 | 1,037 | 0.00 | 0.00 | -238 | -18.67 | 06-30-2024 |
ELEQUIN CAPITAL LP | COM | Liquidated | $0 | 0 | 0.00 | 987 | +Inf | 06-30-2024 |