Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUEPRINT INVESTMENT PARTNERS LLC | Stock | 2751 | $322,067 | 2,226 | 0.00 | 2,226 | +Inf | 12-31-2023 | |
SAFEGUARD INVESTMENT ADVISORY GROUP LLC | COM | 2752 | $247,098 | 2,226 | 0.00 | 0.00 | 159 | 7.69 | 09-30-2023 |
SALOMON & LUDWIN LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.04 | 131 | 6.26 | 03-31-2024 |
PARKER FINANCIAL LLC | COM | 2754 | $320,789 | 2,218 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |