Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN LTD | COM NEW | 351 | $11,000 | 70 | 0.00 | 70 | +Inf | 12-31-2021 | |
DAIWA SECURITIES GROUP INC | COM NEW | 352 | $4,000 | 63 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 353 | $3,642 | 51 | 0.00 | 51 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 51 | +Inf | 12-31-2023 |