Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2023 | |
WEALTHSTREET INVESTMENT ADVISORS LLC | COM | 2303 | $10,000 | 49 | 0.27 | 0.22 | 0 | 0.00 | 03-31-2022 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Chubb Corp | 2304 | $12,000 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |