Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 2451 | $7,962 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOLSTEIN CAPITAL LLC | COM | 2452 | $6,330 | 27 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2453 | $7,388 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROCK CREEK GROUP LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 50.00 | 12-31-2023 |