Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 1451 | $3,894 | 68 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -24 | -26.37 | 12-31-2023 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1453 | $3,609 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 1454 | $3,151 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |