Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALOMON & LUDWIN LLC | COM | 2151 | $5,397 | 51 | 0.00 | 51 | +Inf | 03-31-2024 | |
DIVIDEND ASSETS CAPITAL LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.01 | -600 | -92.31 | 03-31-2024 |
DECISIONPOINT FINANCIAL LLC | COM | Liquidated | $4,679 | 50 | 0.00 | 0.00 | 50 | +Inf | 03-31-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2154 | $5,292 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |