Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFC FINANCIAL MANAGEMENT INC | COM | 1501 | $4,553 | 18 | 0.00 | 0.00 | 1 | 5.88 | 03-31-2024 |
L2 ASSET MANAGEMENT LLC | COM | 1502 | $2,285,251 | 17 | 0.00 | 0.00 | -11,585 | -99.85 | 09-30-2023 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 1503 | $4,299 | 17 | 0.00 | 17 | +Inf | 03-31-2024 | |
AVION WEALTH | COM | 1504 | $5,000 | 16 | 0.00 | 0.00 | 6 | 60.00 | 03-31-2024 |