Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARTEMIS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 779 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 602 | $41,203 | 767 | 0.00 | 0.00 | -9 | -1.16 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 603 | $37,689 | 751 | 0.00 | 0.00 | 3 | 0.40 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 604 | $40,290 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |