Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1601 | $67,720 | 133 | 0.00 | 133 | +Inf | 12-31-2023 | |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 1602 | $66,979 | 131 | 0.00 | 131 | +Inf | 12-31-2023 | |
CREWE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -105 | -44.49 | 12-31-2023 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1604 | $50,785 | 130 | 0.00 | 0.00 | 80 | 160.00 | 03-31-2024 |