Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCILRATH & ECK LLC | COM | 851 | $699 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WOLFF WIESE MAGANA LLC | COM | 852 | $659 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 03-31-2024 | |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 854 | $633 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |