Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 751 | $8,000 | 146 | 0.01 | 146 | +Inf | 03-31-2024 | |
MCF ADVISORS LLC | CL A | 752 | $7,279 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 138 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -157 | -55.67 | 03-31-2024 |