Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALPERN FINANCIAL INC | Stock | 2051 | $5,302 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 24 | 75.00 | 12-31-2023 |
AVION WEALTH | COM | 2053 | $6,000 | 56 | 0.00 | 0.00 | 11 | 24.44 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 2054 | $5,256 | 55 | 0.00 | 55 | +Inf | 03-31-2024 |