Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS GROUP ADVISORS LLC | Common Stock | 1301 | $1,354 | 80 | 0.00 | 0.00 | 40 | 100.00 | 12-31-2023 |
WOLFF WIESE MAGANA LLC | CL A | 1302 | $896 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | CL A | 1303 | $1,000 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1304 | $900 | 76 | 0.00 | 76 | +Inf | 06-30-2023 |