Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUDOCK INC | COM | 4001 | $5,292,566 | 12,579 | 0.00 | 0.00 | 126 | 1.01 | 03-31-2024 |
GREAT POINT WEALTH ADVISORS LLC | COM | 4002 | $5,290,780 | 12,576 | 0.00 | 0.00 | -554 | -4.22 | 03-31-2024 |
KEY BRIDGE COMPLIANCE LLC | COM | 4003 | $3,967,715 | 12,566 | 0.00 | 12,566 | +Inf | 09-30-2023 | |
IRONWOOD FINANCIAL LLC | COM | 4004 | $4,717,970 | 12,546 | 0.00 | 0.00 | -7 | -0.06 | 12-31-2023 |