Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 551 | $41,554 | 512 | 0.00 | 0.00 | 74 | 16.89 | 03-31-2024 |
WOLFF WIESE MAGANA LLC | COM | 552 | $40,580 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 553 | $26,259 | 445 | 0.00 | 0.00 | -3 | -0.67 | 09-30-2023 |
PRIVATE TRUST CO NA | Com | 554 | $34,899 | 430 | 0.00 | 0.00 | -2 | -0.46 | 03-31-2024 |