Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 601 | $94,455 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 602 | $91,801 | 497 | 0.00 | 0.00 | -42 | -7.79 | 03-31-2024 |
COVESTOR LTD | COMMON | 603 | $92,000 | 495 | 0.06 | 0.01 | 417 | 534.62 | 03-31-2024 |
AMELIORA WEALTH MANAGEMENT LTD | COM | 604 | $90,877 | 492 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |