Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 1501 | $58,250 | 402 | 0.00 | 0.00 | 290 | 258.93 | 03-31-2024 |
HOEY INVESTMENTS INC | COM | 1502 | $59,320 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
DINUZZO PRIVATE WEALTH INC | COM | 1503 | $57,764 | 399 | 0.00 | 399 | +Inf | 03-31-2024 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1504 | $57,671 | 398 | 0.00 | 0.00 | 319 | 403.80 | 03-31-2024 |