Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | COM | 201 | $36,924 | 3,454 | 0.00 | 0.00 | 251 | 7.84 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 2,941 | +Inf | 03-31-2024 | |
STRATEGIC ASSET MANAGEMENT LLC | CR ALLCTN INC TR | 203 | $26,000 | 2,671 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2022 |
ADVISORY SERVICES NETWORK LLC | CEF | Liquidated | $0 | 0 | 0.00 | 2,648 | +Inf | 03-31-2024 |