Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 1651 | $26,891 | 116 | 0.00 | 0.00 | -29 | -20.00 | 06-30-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | COM | 1652 | $26,196 | 113 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TRUSTCORE FINANCIAL SERVICES LLC | COM | 1653 | $30,000 | 113 | 0.00 | 0.00 | 96 | 564.71 | 09-30-2022 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1654 | $25,964 | 112 | 0.00 | 0.00 | 71 | 173.17 | 06-30-2024 |