Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 2251 | $14,346 | 127 | 0.00 | 0.00 | -44 | -25.73 | 12-31-2023 |
TSFG LLC | Common Stock | 2252 | $20,000 | 126 | 0.01 | 0.00 | 72 | 133.33 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 2253 | $20,000 | 126 | 0.00 | 126 | +Inf | 03-31-2024 | |
MILESTONE WEALTH LLC | COMMON STOCK | 2254 | $11,000 | 124 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |