Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 2251 | $363,080 | 2,130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLARO ADVISORS LLC | COM | 2252 | $370,257 | 2,125 | 0.00 | 0.00 | 201 | 10.45 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -2.75 | 03-31-2024 |
CARLSON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 2,116 | +Inf | 03-31-2024 |