Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 201 | $91,756 | 6,412 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NVERSES CAPITAL LLC | COM | 202 | $80,829 | 6,300 | 0.00 | 6,300 | +Inf | 03-31-2024 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 203 | $54,604 | 4,256 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 204 | $77,000 | 4,241 | 0.01 | 0.01 | 2,281 | 116.38 | 09-30-2021 |