Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 2101 | $75,450 | 160 | 0.00 | 0.00 | -100 | -38.46 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2102 | $69,000 | 151 | 0.05 | 0.03 | 1 | 0.67 | 09-30-2022 |
ROSENBERG MATTHEW HAMILTON | Stock | 2103 | $65,313 | 150 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 2104 | $70,734 | 150 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2023 |