Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | Common Stock | 951 | $85,872 | 321 | 0.00 | 0.00 | -8 | -2.43 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 1.94 | 03-31-2024 |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 281 | +Inf | 12-31-2023 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 954 | $74,905 | 280 | 0.00 | 0.00 | 278 | 13900.00 | 03-31-2024 |