Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FREEDOM INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -783 | -6.44 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 202 | $121,907 | 11,215 | 0.00 | 11,215 | +Inf | 03-31-2024 | |
SIMPLICITY WEALTHLLC | COM | 203 | $121,907 | 11,215 | 0.00 | 11,215 | +Inf | 03-31-2024 | |
OPPENHEIMER & CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,100 | 10.89 | 12-31-2023 |