Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 651 | $100,611 | 1,030 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICON WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,013 | +Inf | 03-31-2024 | |
WINTHROP CAPITAL MANAGEMENT LLC | COM | 653 | $98,000 | 1,007 | 0.05 | 0.00 | 34 | 3.49 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 654 | $97,680 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |