Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM | 3401 | $26,009 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.01 | 48 | +Inf | 12-31-2023 | |
CARMICHAEL HILL & ASSOCIATES INC | COM | 3403 | $27,899 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KNOTT DAVID M JR | Common | 3404 | $24,000 | 45 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |