Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 69 | 41.07 | 12-31-2023 |
LEGEND FINANCIAL ADVISORS INC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 236 | +Inf | 03-31-2024 | |
M&R CAPITAL MANAGEMENT INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CWM LLC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 125 | 125.00 | 12-31-2023 |