Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXS INVESTMENTS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,476 | -96.08 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 1902 | $36,750 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -274 | -66.34 | 12-31-2023 |
COVESTOR LTD | COMMON | 1904 | $36,000 | 136 | 0.02 | 0.12 | -691 | -83.56 | 03-31-2024 |