Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MIZUHO SECURITIES CO LTD | COM | 4352 | $9,000 | 166 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MILESTONE WEALTH LLC | COMMON STOCK | 4354 | $8,000 | 158 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |