Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | ISRG | Liquidated | $0 | 0 | 0.00 | 303 | +Inf | 03-31-2024 | |
PORTLAND HILL ASSET MANAGEMENT LTD | COM NEW | Liquidated | $0 | 0 | 0.22 | 0.18 | 0 | 0.00 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 2203 | $100,872 | 295 | 0.00 | 295 | +Inf | 06-30-2023 | |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2204 | $89,000 | 294 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |