Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 3051 | $4,714 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | COM STK | 3052 | $4,659 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | FOREIGN ORDINARIES | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 12-31-2023 | |
LFA - LUGANO FINANCIAL ADVISORS SA | COM STK | 3054 | $4,385 | 80 | 0.00 | 0.00 | -300 | -78.95 | 03-31-2024 |