Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AIGEN INVESTMENT MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -58,097 | -80.20 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -584 | -3.91 | 03-31-2024 |
ALTIUM WEALTH MANAGEMENT LLC | COM | 1453 | $240,000 | 14,318 | 0.02 | 0.02 | -439 | -2.97 | 06-30-2022 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1454 | $261,573 | 14,262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |