Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIMESCALE FINANCIAL INC | COM | 1751 | $31,306 | 554 | 0.00 | 554 | +Inf | 06-30-2023 | |
KEY FINANCIAL INC | COM | 1752 | $35,909 | 543 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 1753 | $40,000 | 535 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
JOHNSON MIDWEST FINANCIAL LLC | COM | 1754 | $33,413 | 531 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |