Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDSTEIN ADVISORS LLC | COM | 3051 | $208,461 | 2,281 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |
ASPEN GROVE CAPITAL LLC | COM | 3052 | $217,847 | 2,281 | 0.00 | 2,281 | +Inf | 12-31-2023 | |
LEO BROKERAGE LLC | COM | 3053 | $225,279 | 2,276 | 0.00 | 2,276 | +Inf | 06-30-2023 | |
MERIDIAN WEALTH PARTNERS LLC | COM | 3054 | $207,663 | 2,272 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |