Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
IMPACT PARTNERSHIP WEALTH LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
MEADOWBROOK INVESTMENT ADVISORS LLC | Equiti | 303 | $3,349 | 920 | 0.00 | 920 | +Inf | 12-31-2023 | |
BESSEMER GROUP INC | SC | 304 | $3,000 | 800 | 0.00 | 800 | +Inf | 03-31-2023 |