Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | REIT | 701 | $12,822 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 702 | $14,000 | 300 | 0.00 | 0.00 | -131 | -30.39 | 06-30-2021 |
MOISAND FITZGERALD TAMAYO LLC | COM | 703 | $12,780 | 299 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORE WEALTH ADVISORS INC | COM | 704 | $12,523 | 293 | 0.00 | 0.00 | 71 | 31.98 | 03-31-2024 |