Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,036 | -93.84 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 1002 | $31,800 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1003 | $30,000 | 64 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1004 | $25,146 | 61 | 0.00 | 61 | +Inf | 12-31-2023 |