Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 3351 | $20,146 | 201 | 0.00 | 0.00 | -47 | -18.95 | 06-30-2023 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 3352 | $21,214 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 3353 | $18,724 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VALLEY WEALTH MANAGERS INC | Stock | 3354 | $21,214 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |