Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1251 | $3,575 | 101 | 0.00 | 0.00 | 14 | 16.09 | 03-31-2024 |
KENFARB & CO | COM | 1252 | $2,679 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1253 | $3,484 | 96 | 0.00 | 96 | +Inf | 03-31-2024 | |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 89.36 | 12-31-2023 |