Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | COM | Liquidated | $227,165 | 3,555 | 0.00 | 3,555 | +Inf | 03-31-2024 | |
SYSTM WEALTH SOLUTIONS LLC | COM | 1252 | $223,164 | 3,553 | 0.00 | 0.00 | -92 | -2.52 | 03-31-2024 |
GRAYPOINT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 674 | 23.44 | 03-31-2024 |
SWEET FINANCIAL PARTNERS LLC | COM | 1254 | $222,536 | 3,543 | 0.00 | 3,543 | +Inf | 03-31-2024 |