Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 3301 | $84,193 | 323 | 0.00 | 0.00 | -36 | -10.03 | 12-31-2023 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 3302 | $84,327 | 323 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BEAR MOUNTAIN CAPITAL INC | Stock | 3303 | $64,166 | 320 | 0.00 | 320 | +Inf | 12-31-2023 | |
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -168 | -34.64 | 12-31-2023 |