Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | COM | 1201 | $1,958 | 29 | 0.00 | 0.00 | 5 | 20.83 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | Liquidated | $0 | 0 | 0.00 | 29 | +Inf | 03-31-2023 | |
MCF ADVISORS LLC | COM | 1203 | $1,979 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1204 | $1,482 | 28 | 0.00 | 28 | +Inf | 12-31-2023 |