Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1201 | $30,183 | 118 | 0.00 | 0.00 | 98 | 490.00 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 1202 | $20,894 | 117 | 0.00 | 0.00 | 69 | 143.75 | 12-31-2022 |
FARTHER FINANCE ADVISORS LLC | Stock | 1203 | $21,103 | 115 | 0.00 | 115 | +Inf | 06-30-2023 | |
BELL INVESTMENT ADVISORS INC | COM | 1204 | $28,904 | 113 | 0.00 | 0.00 | -3 | -2.59 | 03-31-2024 |