Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 951 | $6,082 | 179 | 0.00 | 179 | +Inf | 03-31-2024 | |
PIN OAK INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
GRADIENT INVESTMENTS LLC | COM NEW | 953 | $5,774 | 170 | 0.00 | 0.00 | -9,515 | -98.24 | 03-31-2024 |
WINCH ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |