Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 1951 | $7,656 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 1952 | $7,656 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEPHENS CONSULTING LLC | COM | 1953 | $7,130 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD TRUST LLC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 |