Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNS FINANCIAL GROUP LLC | COM | 3851 | $526,064 | 4,526 | 0.00 | 0.00 | -83 | -1.80 | 03-31-2024 |
LITTLE HOUSE CAPITAL LLC | COM | 3852 | $525,826 | 4,524 | 0.00 | 0.00 | -12,728 | -73.78 | 03-31-2024 |
BEECH HILL ADVISORS INC | COM | 3853 | $525,056 | 4,517 | 0.00 | 0.00 | 175 | 4.03 | 03-31-2024 |
TIAA KASPICK LLC | COM | 3854 | $265,000 | 4,500 | 1.10 | 1.05 | 0 | 0.00 | 09-30-2021 |