Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | REIT | 1651 | $11,547 | 80 | 0.00 | 0.00 | 80 | +Inf | 03-31-2024 |
BARRETT & COMPANY INC | COM | 1652 | $10,766 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 1653 | $11,266 | 78 | 0.00 | 0.00 | 1 | 1.30 | 03-31-2024 |
FAIRFIELD BUSH & CO | REIT | Liquidated | $0 | 0 | 0.00 | 75 | +Inf | 03-31-2024 |