Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGL PARTNERS LLC | COM | 1751 | $684,132 | 3,652 | 0.00 | 0.00 | 3 | 0.08 | 12-31-2023 |
ARIES WEALTH MANAGEMENT | COM | 1752 | $683,604 | 3,649 | 0.00 | 0.00 | -411 | -10.12 | 12-31-2023 |
FIRST CITY CAPITAL MANAGEMENT INC | COM | 1753 | $544,245 | 3,648 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RESOLUTE WEALTH STRATEGIES LLC | Stock | 1754 | $680,498 | 3,632 | 0.00 | 0.00 | 5 | 0.14 | 12-31-2023 |