Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
V2 FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,150 | +Inf | 12-31-2020 | |
LOCKERMAN FINANCIAL GROUP INC | COM | 552 | $221,965 | 5,150 | 0.00 | 5,150 | +Inf | 12-31-2023 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 553 | $213,316 | 4,991 | 0.00 | 4,991 | +Inf | 03-31-2024 | |
GRADIENT INVESTMENTS LLC | COM | 554 | $212,033 | 4,961 | 0.00 | 0.00 | -269 | -5.14 | 03-31-2024 |