Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 451 | $26,705 | 626 | 0.00 | 626 | +Inf | 03-31-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 592 | +Inf | 03-31-2024 | |
MOTCO | Com | 453 | $24,888 | 580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FSA WEALTH MANAGEMENT LLC | Equity | 454 | $24,630 | 574 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |