Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CENTURY COMPANIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AUSDAL FINANCIAL PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NWAM LLC | COM | 153 | $7,528 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
IPG INVESTMENT ADVISORS LLC | COM | 154 | $7,528 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 |