Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 1351 | $101,767 | 407 | 0.00 | 0.00 | 45 | 12.43 | 03-31-2024 |
LFA - LUGANO FINANCIAL ADVISORS SA | COM | 1352 | $98,766 | 395 | 0.00 | 395 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 1353 | $66,605 | 389 | 0.00 | 389 | +Inf | 09-30-2022 | |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |