Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 401 | $2,820 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 402 | $2,568 | 93 | 0.00 | 0.00 | -246 | -72.57 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 4.65 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 404 | $2,685 | 88 | 0.00 | 88 | +Inf | 12-31-2023 |