Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 2201 | $8,706 | 51 | 0.00 | 0.00 | -1 | -1.92 | 03-31-2024 |
SUREVEST LLC | COM | 2202 | $5,000 | 49 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
ASPECT PARTNERS LLC | Stock | 2203 | $7,852 | 46 | 0.00 | 46 | +Inf | 03-31-2024 | |
VITALSTONE FINANCIAL LLC | Stock | 2204 | $8,000 | 45 | 0.01 | 0.02 | -120 | -72.73 | 03-31-2024 |