Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARIES WEALTH MANAGEMENT | SHS | 2351 | $317,493 | 3,854 | 0.00 | 0.00 | -240 | -5.86 | 12-31-2023 |
CALDWELL SUTTER CAPITAL INC | SHS | 2352 | $335,353 | 3,848 | 0.00 | 0.00 | 57 | 1.50 | 03-31-2024 |
NINEPOINTTWO CAPITAL LLC | SHS | 2353 | $300,000 | 3,841 | 0.12 | 0.13 | 0 | 0.00 | 09-30-2023 |
RED DOOR WEALTH MANAGEMENT LLC | SHS | 2354 | $333,436 | 3,826 | 0.00 | 0.00 | -75 | -1.92 | 03-31-2024 |