Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANSING STREET ADVISORS | Stock | 1051 | $206,914 | 1,440 | 0.00 | 0.00 | -220 | -13.25 | 06-30-2023 |
WEDBUSH SECURITIES INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -343 | -19.26 | 12-31-2023 |
ATRIA WEALTH SOLUTIONS INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -140 | -8.88 | 12-31-2023 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -664 | -31.63 | 12-31-2023 |