Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINERIDGE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 57 | +Inf | 03-31-2024 | |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1202 | $6,000 | 57 | 0.00 | 57 | +Inf | 09-30-2021 | |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 1203 | $5,642 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY FINANCIAL INC | COM | 1204 | $5,426 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |