Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | Liquidated | $0 | 0 | 0.00 | 89 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 452 | $11,708 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RALEIGH CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 77 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 454 | $13,289 | 75 | 0.00 | 75 | +Inf | 12-31-2023 |