Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTSHULER SHAHAM LTD | COM | 1151 | $31,453 | 378 | 0.00 | 0.00 | -186 | -32.98 | 03-31-2024 |
CUTLER GROUP LLC / CA | COM | 1152 | $31,000 | 376 | 0.01 | 0.01 | -1,200 | -76.14 | 03-31-2024 |
ORG PARTNERS LLC | CF | Liquidated | $0 | 0 | 0.00 | 370 | +Inf | 03-31-2024 | |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1154 | $28,620 | 360 | 0.00 | 360 | +Inf | 12-31-2023 |