Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 501 | $12,000 | 152 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
ADVISORNET FINANCIAL INC | Stock | 502 | $9,800 | 150 | 0.00 | 0.00 | -9 | -5.66 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 10.48 | 03-31-2024 |
GOODWIN INVESTMENT ADVISORY | COM NEW | 504 | $8,819 | 135 | 0.00 | 135 | +Inf | 03-31-2024 |