Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILL INVESTMENT GROUP PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 12-31-2023 | |
XML FINANCIAL LLC | COM | 3502 | $201,840 | 400 | 0.00 | 0.00 | 25 | 6.67 | 03-31-2024 |
CAMBRIDGE ADVISORS INC | COM | 3503 | $201,840 | 400 | 0.00 | 0.00 | -270 | -40.30 | 03-31-2024 |
SHAKER FINANCIAL SERVICES LLC | COM | 3504 | $201,840 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |