Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1751 | $6,000 | 67 | 0.00 | 0.00 | -24 | -26.37 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1752 | $5,549 | 61 | 0.00 | 61 | +Inf | 12-31-2023 | |
RALEIGH CAPITAL MANAGEMENT INC | COM | 1753 | $4,994 | 55 | 0.00 | 0.00 | -260 | -82.54 | 03-31-2024 |
MOISAND FITZGERALD TAMAYO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |