Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RALEIGH CAPITAL MANAGEMENT INC | COM | 1351 | $67,310 | 352 | 0.00 | 0.00 | -5 | -1.40 | 03-31-2024 |
NORTHWEST CAPITAL MANAGEMENT INC | COM | 1352 | $67,004 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1353 | $65,857 | 344 | 0.00 | 0.00 | -72 | -17.31 | 03-31-2024 |
NEWFOUND RESEARCH LLC | COM | 1354 | $45,000 | 334 | 0.11 | 0.14 | -187 | -35.89 | 09-30-2022 |