Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMUM INVESTMENT ADVISORS | COM | 1201 | $19,184 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1203 | $18,416 | 72 | 0.00 | 0.00 | -28 | -28.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 1204 | $18,000 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |