Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -129 | -10.86 | 03-31-2024 |
TOBAM | COM | 1052 | $33,000 | 1,021 | 0.00 | 0.00 | -77 | -7.01 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 1053 | $32,966 | 1,010 | 0.00 | 0.00 | 176 | 21.10 | 12-31-2023 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1054 | $32,630 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |