Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CLIENT SERVICES LLC | COM UT LTD PTN | 1151 | $265,894 | 16,393 | 0.00 | 0.00 | 83 | 0.51 | 06-30-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1152 | $265,119 | 16,345 | 0.00 | 0.00 | 103 | 0.63 | 06-30-2024 |
FAIRMAN GROUP LLC | COM UT LTD PTN | 1153 | $224,940 | 16,300 | 0.00 | 16,300 | +Inf | 12-31-2023 | |
GRANITE GROUP ADVISORS LLC | COM UT LTD PTN | 1154 | $263,137 | 16,223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |