Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BARN WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -624 | -29.63 | 03-31-2024 |
ENGRAVE WEALTH PARTNERS LLC | COM | 4052 | $229,511 | 1,481 | 0.00 | 0.00 | 34 | 2.35 | 12-31-2023 |
CUTLER GROUP LLC / CA | COM | 4053 | $269,000 | 1,480 | 0.09 | 0.02 | -187 | -11.22 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 4054 | $268,962 | 1,477 | 0.00 | 1,477 | +Inf | 03-31-2024 |