Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 801 | $84,000 | 1,659 | 0.05 | 0.01 | 1,299 | 360.83 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 800 | 100.00 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 803 | $82,133 | 1,565 | 0.00 | 0.00 | -49 | -3.04 | 06-30-2023 |
GRADIENT INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |