Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZRC WEALTH MANAGEMENT LLC | COM | 1051 | $7,404 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 1052 | $7,404 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CUTLER GROUP LLC / CA | COM | 1053 | $7,000 | 67 | 0.00 | 0.04 | -4,328 | -98.48 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 66 | +Inf | 12-31-2023 |