Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DINUZZO PRIVATE WEALTH INC | COM | 4401 | $132,478 | 1,004 | 0.00 | 1,004 | +Inf | 03-31-2024 | |
DECISIONPOINT FINANCIAL LLC | COM | 4402 | $131,200 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DISCIPLINA CAPITAL MANAGEMENT LLC | EQTY | 4403 | $128,783 | 976 | 0.00 | 976 | +Inf | 03-31-2024 | |
SUREVEST LLC | COM | 4404 | $82,000 | 953 | 0.02 | 0.03 | -355 | -27.14 | 09-30-2022 |