Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REALTA INVESTMENT ADVISORS | COM | Liquidated | $24,396 | 1,200 | 0.00 | 0.00 | 1,200 | +Inf | 03-31-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 752 | $22,000 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 753 | $25,224 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 754 | $24,010 | 1,181 | 0.00 | 1,181 | +Inf | 03-31-2024 |