Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -21 | -2.91 | 03-31-2024 |
DRIVE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 53 | 8.19 | 03-31-2024 |
PROFESSIONAL FINANCIAL ADVISORS LLC | COM | 1453 | $200,109 | 700 | 0.00 | 700 | +Inf | 09-30-2023 | |
EVERETT HARRIS & CO /CA/ | COM | 1454 | $203,931 | 700 | 0.00 | 700 | +Inf | 03-31-2024 |