Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | COM | 1351 | $17,000 | 229 | 0.01 | 0.00 | -14 | -5.76 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1352 | $17,815 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1353 | $15,807 | 213 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIVERVIEW TRUST CO | Com | Liquidated | $16,245 | 207 | 0.00 | 0.00 | 207 | +Inf | 03-31-2024 |