Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -6.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 602 | $3,000 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
DELOS WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 27 | 57.45 | 03-31-2024 |