Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEISURE CAPITAL MANAGEMENT | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -577 | -4.49 | 03-31-2024 |
OLISTICO WEALTH LLC | COM NEW | 252 | $9,769 | 11,800 | 0.00 | 11,800 | +Inf | 12-31-2023 | |
GAME PLAN FINANCIAL ADVISORS LLC | COM | 253 | $6,786 | 11,700 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
BROWN ADVISORY INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 11,700 | +Inf | 03-31-2024 |