Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 501 | $26,000 | 304 | 0.00 | 0.00 | -18 | -5.59 | 12-31-2021 |
CREWE ADVISORS LLC | COM | 502 | $39,612 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
QUADRANT CAPITAL GROUP LLC | COM | 503 | $39,348 | 298 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 504 | $26,000 | 290 | 0.01 | 0.01 | -15 | -4.92 | 06-30-2021 |