Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 2201 | $52,216 | 816 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LIPE & DALTON | cs | 2202 | $56,000 | 806 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA TRUST COMPANY NA | COM | 2204 | $53,737 | 768 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |