Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOCUSED WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 4202 | $39,489 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ULLAND INVESTMENT ADVISORS LLC | Stock | 4203 | $39,000 | 82 | 0.03 | 0.04 | 0 | 0.00 | 03-31-2024 |
BAROMETER CAPITAL MANAGEMENT INC | Common | 4204 | $36,096 | 80 | 0.00 | 0.00 | -10 | -11.11 | 03-31-2024 |