Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG PRIVATE WEALTH MANAGEMENT LLC | COM | 1851 | $5,078 | 145 | 0.00 | 0.00 | -160 | -52.46 | 06-30-2024 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 140 | +Inf | 06-30-2024 | |
CLEAR POINT ADVISORS INC | COM | 1853 | $4,805 | 137 | 0.00 | 137 | +Inf | 06-30-2024 | |
TRUNORTH CAPITAL MANAGEMENT LLC | COM | 1854 | $4,763 | 136 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |