Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 200 | +Inf | 12-31-2023 | |
ADVISORNET FINANCIAL INC | Stock | 1002 | $38,526 | 200 | 0.00 | 0.00 | 189 | 1718.18 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALTA ADVISERS LTD | COM | 1004 | $38,526 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |