Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.16 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 1052 | $74,000 | 608 | 0.08 | 608 | +Inf | 03-31-2021 | |
GARDE CAPITAL INC | Equities | 1053 | $105,000 | 577 | 0.01 | 577 | +Inf | 12-31-2023 | |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1054 | $121,801 | 571 | 0.00 | 0.00 | 20 | 3.63 | 03-31-2024 |