Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 1501 | $2,735 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1502 | $2,791 | 28 | 0.00 | 0.00 | -29 | -50.88 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 12-31-2023 | |
RALEIGH CAPITAL MANAGEMENT INC | COM | 1504 | $2,449 | 25 | 0.00 | 0.00 | 10 | 66.67 | 03-31-2024 |