Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1352 | $93,000 | 580 | 0.01 | 0.01 | -176 | -23.28 | 06-30-2021 |
ALLWORTH FINANCIAL LP | COM | 1353 | $83,531 | 574 | 0.00 | 0.00 | 158 | 37.98 | 06-30-2023 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1354 | $75,708 | 573 | 0.00 | 0.02 | 1 | 0.17 | 03-31-2024 |