Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1751 | $144,563 | 1,255 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1752 | $143,494 | 1,246 | 0.00 | 0.00 | 309 | 32.98 | 12-31-2023 |
CARDAN CAPITAL PARTNERS LLC | COM | 1753 | $215,000 | 1,239 | 0.02 | 0.03 | -8 | -0.64 | 09-30-2021 |
WEALTHSTONE INC | Equities | 1754 | $211,000 | 1,229 | 0.07 | 1,229 | +Inf | 03-31-2021 |