Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 351 | $2,966 | 185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIFTH THIRD BANCORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 43 | 32.58 | 12-31-2023 |
CWM LLC | COM | 353 | $3,000 | 173 | 0.00 | 0.00 | 7 | 4.22 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 354 | $17,000 | 155 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |