Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERSECT CAPITAL LLC | COM | 1901 | $228,000 | 2,858 | 0.07 | 0.05 | 52 | 1.85 | 06-30-2022 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 1902 | $136,000 | 2,785 | 0.12 | 0.12 | 14 | 0.51 | 06-30-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 1903 | $133,238 | 2,775 | 0.00 | 0.00 | 1,563 | 128.96 | 06-30-2024 |
HILLTOP NATIONAL BANK | COM | 1904 | $134,830 | 2,741 | 0.00 | 2,741 | +Inf | 03-31-2024 |