Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 1951 | $28,679 | 114 | 0.00 | 0.00 | -315 | -73.43 | 03-31-2024 |
BENJAMIN EDWARDS INC | CL A | 1952 | $29,000 | 114 | 0.01 | 114 | +Inf | 03-31-2024 | |
BUCK WEALTH STRATEGIES LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD TRUST LLC | Com | Liquidated | $0 | 0 | 0.00 | 111 | +Inf | 12-31-2023 |