Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 2201 | $24,881 | 126 | 0.00 | 0.00 | -428 | -77.26 | 03-31-2024 |
NEW MILLENNIUM GROUP LLC | COM | 2202 | $24,940 | 126 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DELOS WEALTH ADVISORS LLC | COM | 2203 | $22,359 | 123 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 122 | +Inf | 12-31-2023 |