Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 901 | $3,676 | 60 | 0.00 | 60 | +Inf | 12-31-2023 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 902 | $3,798 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 903 | $3,792 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 904 | $3,669 | 57 | 0.00 | 0.00 | -281 | -83.14 | 03-31-2024 |