Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 551 | $7,309 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 151 | +Inf | 12-31-2023 | |
RFP FINANCIAL GROUP LLC | FLS | 553 | $6,852 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 554 | $5,506 | 148 | 0.00 | 0.00 | 1 | 0.68 | 06-30-2023 |