Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO PARTNERS INVESTMENT GROUP LLC | SHS | 2401 | $291,538 | 3,586 | 0.00 | 0.00 | 85 | 2.43 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 2402 | $310,752 | 3,569 | 0.00 | 0.00 | -2,164 | -37.75 | 03-31-2024 |
FAMILY LEGACY INC | SHS | 2403 | $310,915 | 3,568 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUANTUM PRIVATE WEALTH LLC | SHS | 2404 | $310,254 | 3,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |