Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANK RIMERMAN ADVISORS LLC | CL A COM | Liquidated | $0 | 0 | 0.00 | 5,913 | +Inf | 03-31-2024 | |
AMERICAN INTERNATIONAL GROUP INC | COM | 702 | $112,733 | 5,826 | 0.00 | 0.00 | -10 | -0.17 | 03-31-2024 |
CWM LLC | CL A COM | 703 | $107,000 | 5,511 | 0.00 | 0.00 | -2,679 | -32.71 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 704 | $104,393 | 5,395 | 0.00 | 0.00 | 839 | 18.42 | 03-31-2024 |