Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBLE BELKO & COMPANY INC | COM | 2301 | $253,000 | 4,000 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
DECISIONPOINT FINANCIAL LLC | COM NEW | Liquidated | $250,640 | 4,000 | 0.00 | 0.00 | 4,000 | +Inf | 03-31-2024 |
PINNACLE ADVISORY GROUP INC | COM NEW | 2303 | $291,000 | 3,997 | 0.01 | 3,997 | +Inf | 03-31-2021 | |
LAKE STREET PRIVATE WEALTH LLC | COM NEW | 2304 | $252,181 | 3,988 | 0.00 | 3,988 | +Inf | 03-31-2024 |