Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | 2501 | $77,000 | 246 | 0.00 | 0.00 | 48 | 24.24 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | SHS | 2502 | $77,000 | 245 | 0.03 | 0.03 | -95 | -27.94 | 03-31-2024 |
ALPHA PARADIGM PARTNERS LLC | COM | 2503 | $38,000 | 245 | 0.00 | 245 | +Inf | 12-31-2022 | |
STEWARD FINANCIAL GROUP LLC | SHS | 2504 | $41,000 | 243 | 0.01 | 0.02 | 36 | 17.39 | 03-31-2023 |