Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM NEW | 652 | $45,336 | 10,074 | 0.00 | 0.00 | 5,711 | 130.90 | 12-31-2023 |
MOSLEY WEALTH MANAGEMENT | COM NEW | 653 | $34,610 | 10,061 | 0.00 | 10,061 | +Inf | 03-31-2024 | |
OCEAN CAPITAL MANAGEMENT LLC | COM NEW | 654 | $45,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |