Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 278 | +Inf | 12-31-2023 | |
TORONTO DOMINION BANK | COM | 1002 | $7,012 | 260 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 1003 | $7,983 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1004 | $7,986 | 250 | 0.00 | 0.00 | -235 | -48.45 | 03-31-2024 |