Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 551 | $128,040 | 2,400 | 0.00 | 2,400 | +Inf | 03-31-2024 | |
SIGNATUREFD LLC | COM | 552 | $122,589 | 2,282 | 0.00 | 0.00 | -1,581 | -40.93 | 03-31-2024 |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.05 | 2,190 | +Inf | 12-31-2023 | |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |