Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IEQ CAPITAL LLC | COM | 701 | $459,679 | 12,865 | 0.00 | 0.00 | 1,035 | 8.75 | 12-31-2023 |
INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 702 | $414,709 | 12,776 | 0.00 | 0.00 | 14 | 0.11 | 03-31-2024 |
OPPENHEIMER & CO INC | COM | 703 | $454,450 | 12,719 | 0.00 | 0.00 | -6,467 | -33.71 | 12-31-2023 |
TRITONPOINT WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,675 | +Inf | 03-31-2024 |