Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAVEN SECURITIES LTD | COM | 2501 | $718,550 | 1,424 | 0.00 | 0.00 | 104 | 7.88 | 03-31-2024 |
CATALYST WEALTH MANAGEMENT LLC | COM | 2502 | $547,996 | 1,422 | 0.00 | 0.00 | 12 | 0.85 | 03-31-2023 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 2503 | $715,523 | 1,418 | 0.00 | 0.00 | -186 | -11.60 | 03-31-2024 |
COPPERLEAF CAPITAL LLC | COM | 2504 | $713,000 | 1,413 | 0.00 | 0.00 | -1,050 | -42.63 | 03-31-2024 |