Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALBION FINANCIAL GROUP /UT | COM NEW | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 12-31-2023 | |
HIGHMARK WEALTH MANAGEMENT LLC | COM NEW | 1003 | $1,520 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ASPIRE PRIVATE CAPITAL LLC | COM NEW | 1004 | $688 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |