Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALISADES HUDSON ASSET MANAGEMENT LP | Com | 151 | $23,000 | 40,002 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
CITIGROUP INC | COM | 152 | $20,820 | 39,203 | 0.00 | 0.00 | 12,500 | 46.81 | 03-31-2024 |
FALCON WEALTH PLANNING | COM | 153 | $20,566 | 38,724 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMBASSADOR ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |