Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEIRNE WEALTH CONSULTING SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 736 | +Inf | 03-31-2024 | |
EVERCORE WEALTH MANAGEMENT LLC | COM | 752 | $288,402 | 736 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 753 | $225,888 | 723 | 0.00 | 0.00 | -580 | -44.51 | 12-31-2023 |
ARISTIDES CAPITAL LLC | COM | 754 | $282,916 | 722 | 0.00 | 722 | +Inf | 03-31-2024 |