Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 751 | $4,000 | 71 | 0.00 | 0.00 | 55 | 343.75 | 03-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 752 | $4,868 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 31 | 114.81 | 12-31-2023 |
WEBSTER BANK N A | COM | 754 | $4,469 | 56 | 0.00 | 56 | +Inf | 03-31-2024 |