Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2001 | $535,605 | 1,304 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JOEL ISAACSON & CO LLC | COM | 2002 | $538,304 | 1,304 | 0.00 | 0.00 | -29 | -2.18 | 03-31-2023 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 2003 | $517,196 | 1,302 | 0.00 | 0.00 | -19 | -1.44 | 03-31-2024 |
SAGE MOUNTAIN ADVISORS LLC | COM | 2004 | $534,373 | 1,301 | 0.00 | 0.00 | 128 | 10.91 | 03-31-2024 |