Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 701 | $24,237 | 280 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DT INVESTMENT PARTNERS LLC | COM CL A | 702 | $31,279 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM CL A | 703 | $22,611 | 272 | 0.00 | 0.00 | 31 | 12.86 | 06-30-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM CL A | 704 | $29,827 | 267 | 0.00 | 0.00 | 118 | 79.19 | 03-31-2024 |