Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RMR WEALTH BUILDERS | COM | 1651 | $377,059 | 1,086 | 0.00 | 0.00 | -12 | -1.09 | 03-31-2024 |
MIRABELLA FINANCIAL SERVICES LLP | COM | 1652 | $375,811 | 1,082 | 0.00 | 1,082 | +Inf | 03-31-2024 | |
GR FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 0.28 | 03-31-2024 |
MECHANICS BANK TRUST DEPARTMENT | COM | 1654 | $375,115 | 1,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |