Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 2751 | $274,685 | 3,010 | 0.00 | 0.00 | -72 | -2.34 | 09-30-2023 |
SAVVY ADVISORS INC | COM | 2752 | $274,540 | 3,004 | 0.00 | 3,004 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 2753 | $288,318 | 3,003 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
XR SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -6.25 | 03-31-2024 |