Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MISSION WEALTH MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTHEAST FINANCIAL CONSULTANTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROYAL BANK OF CANADA | COM | 154 | $5,000 | 7,318 | 0.00 | 0.00 | 6,594 | 910.77 | 03-31-2023 |