Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM NEW | 1051 | $4,535 | 67 | 0.00 | 0.00 | -4 | -5.63 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM NEW | 1052 | $4,265 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM NEW | 1053 | $4,000 | 63 | 0.00 | 0.00 | -4 | -5.97 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | COM NEW | 1054 | $4,130 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |