Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM | 1651 | $10,828 | 185 | 0.00 | 0.00 | 5 | 2.78 | 12-31-2023 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1652 | $12,432 | 182 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1653 | $12,296 | 180 | 0.00 | 180 | +Inf | 03-31-2024 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1654 | $12,024 | 176 | 0.00 | 0.00 | -17 | -8.81 | 03-31-2024 |