Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RHUMBLINE ADVISERS | COM | 951 | $159,905 | 9,610 | 0.00 | 0.00 | -187 | -1.91 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | FOREIGN CANADIAN | Liquidated | $0 | 0 | 0.02 | 0.02 | 100 | 1.10 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 953 | $151,424 | 9,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICON WEALTH PARTNERS LLC | Stock | 954 | $151,354 | 8,150 | 0.00 | 8,150 | +Inf | 03-31-2023 |