Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 1351 | $225,388 | 5,283 | 0.00 | 5,283 | +Inf | 06-30-2023 | |
SEELAUS ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.18 | 0 | 0.00 | 03-31-2024 |
CPWM LLC | Equities | 1353 | $220,000 | 5,232 | 0.02 | 0.03 | 328 | 6.69 | 09-30-2022 |
MD FINANCIAL MANAGEMENT INC | COM | 1354 | $283,000 | 5,220 | 0.01 | 0.00 | 4,598 | 739.23 | 09-30-2021 |