Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 901 | $10,126 | 298 | 0.00 | 0.00 | 98 | 49.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 902 | $9,692 | 285 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $9,544 | 275 | 0.00 | 0.00 | 275 | +Inf | 03-31-2024 |
BLUE TRUST INC | COM NEW | 904 | $9,175 | 270 | 0.00 | 0.00 | -301 | -52.71 | 03-31-2024 |