Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 368 | +Inf | 03-31-2024 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 1302 | $29,000 | 349 | 0.00 | 349 | +Inf | 09-30-2022 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 1303 | $37,273 | 330 | 0.00 | 0.00 | 46 | 16.20 | 09-30-2023 |
CATALYST CAPITAL ADVISORS LLC | COM | 1304 | $46,963 | 320 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |