Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $137,994 | 181 | 0.00 | 0.00 | 181 | +Inf | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 2252 | $97,000 | 177 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2021 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 176 | +Inf | 03-31-2024 | |
BEACON CAPITAL MANAGEMENT LLC | COM | 2254 | $133,420 | 175 | 0.00 | 0.00 | 37 | 26.81 | 03-31-2024 |