Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 401 | $3,000 | 126 | 0.00 | 0.00 | -188 | -59.87 | 03-31-2024 |
SALEM INVESTMENT COUNSELORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 403 | $2,626 | 121 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 404 | $2,452 | 113 | 0.00 | 113 | +Inf | 03-31-2024 |