Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACIMA PRIVATE WEALTH LLC | Stock | 5351 | $48,493 | 137 | 0.00 | 0.47 | -2,897 | -95.48 | 12-31-2023 |
HIGHMARK WEALTH MANAGEMENT LLC | CL A | 5352 | $41,129 | 137 | 0.00 | 0.00 | -1 | -0.72 | 09-30-2023 |
HBC FINANCIAL SERVICES PLLC | Stock | 5353 | $28,000 | 130 | 0.02 | 0.00 | 125 | 2500.00 | 03-31-2023 |
FSA WEALTH MANAGEMENT LLC | Equity | 5354 | $45,000 | 128 | 0.02 | 128 | +Inf | 12-31-2023 |