Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 451 | $6,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 453 | $5,719 | 62 | 0.00 | 0.00 | 59 | 1966.67 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 454 | $5,597 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |