Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLOSE ASSET MANAGEMENT LTD | COM | 1301 | $11,000 | 398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 396 | +Inf | 12-31-2023 | |
CAROLINA WEALTH ADVISORS LLC | Stock | 1303 | $9,697 | 380 | 0.00 | 380 | +Inf | 12-31-2023 | |
SACHETTA LLC | COM | 1304 | $9,443 | 370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |