Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONNINGTON GROUP LLC | COM | 901 | $517,667 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WINMILL & CO INC | COM | 902 | $493,102 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM | 903 | $491,362 | 1,694 | 0.00 | 0.00 | -69 | -3.91 | 03-31-2024 |
MAI CAPITAL MANAGEMENT | CS | 904 | $496,000 | 1,693 | 0.01 | 1,693 | +Inf | 09-30-2022 |