Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 408 | 5.94 | 03-31-2024 |
STRATEGIC BLUEPRINT LLC | Stock | 2352 | $463,468 | 7,252 | 0.00 | 0.00 | 1,018 | 16.33 | 03-31-2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 2353 | $605,933 | 7,248 | 0.00 | 0.05 | -1,507 | -17.21 | 12-31-2022 |
SPC FINANCIAL INC | COM | 2354 | $462,900 | 7,243 | 0.00 | 0.00 | 1,036 | 16.69 | 03-31-2024 |