Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 751 | $10,000 | 35 | 0.00 | 35 | +Inf | 09-30-2021 | |
BLUE TRUST INC | COM | 752 | $16,618 | 34 | 0.00 | 0.00 | -3 | -8.11 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 753 | $12,357 | 33 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 754 | $10,108 | 31 | 0.00 | 31 | +Inf | 06-30-2023 |