Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 401 | $3,324 | 93 | 0.00 | 0.00 | 5 | 5.68 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 45 | 100.00 | 12-31-2023 |
CWM LLC | COM | 403 | $3,000 | 80 | 0.00 | 0.00 | -248 | -75.61 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 404 | $2,789 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |