Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC ASSET MANAGEMENT LLC | COM | 2501 | $38,000 | 190 | 0.07 | 0.06 | 0 | 0.00 | 09-30-2022 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2502 | $65,849 | 184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 2503 | $48,000 | 182 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2021 |
LOOMIS SAYLES & CO L P | COMMON | 2504 | $64,000 | 180 | 0.00 | 0.00 | 36 | 25.00 | 03-31-2024 |