Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL PLANNING LLC | Common Stock | 5551 | $305,564 | 1,694 | 0.00 | 1,694 | +Inf | 03-31-2024 | |
CEDAR MOUNTAIN ADVISORS LLC | COM | 5552 | $305,203 | 1,692 | 0.00 | 0.00 | 9 | 0.53 | 03-31-2024 |
AXIOM ADVISORY LLC | COM | 5553 | $304,662 | 1,689 | 0.00 | 0.00 | -922 | -35.31 | 03-31-2024 |
SPECTRUM INVESTMENT ADVISORS INC | COM | 5554 | $304,121 | 1,686 | 0.00 | 0.00 | 76 | 4.72 | 03-31-2024 |