Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 551 | $8,000 | 148 | 0.01 | 0.01 | -1 | -0.67 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 143 | +Inf | 12-31-2023 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 553 | $6,558 | 142 | 0.00 | 0.00 | -1 | -0.70 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 554 | $7,121 | 135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |