Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRONT ROW ADVISORS LLC | Stock | Liquidated | $11,283 | 100 | 0.00 | 0.00 | 100 | +Inf | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 1152 | $11,133 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
HC FINANCIAL ADVISORS INC | COM | 1153 | $12,000 | 100 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1154 | $10,832 | 96 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |