Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVION WEALTH | COM NEW | Liquidated | $1,000 | 167 | 0.00 | 0.00 | 167 | +Inf | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 602 | $406 | 155 | 0.00 | 155 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM NEW | 603 | $404 | 154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEMES RUSH GROUP LLC | COM NEW | 604 | $357 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |