Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUENT CAPITAL LLC | Stock | 601 | $7,153 | 77 | 0.00 | 0.00 | -21 | -21.43 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 77 | +Inf | 03-31-2024 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 604 | $7,000 | 75 | 0.01 | 75 | +Inf | 03-31-2024 |