Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | COM | 1651 | $10,615 | 124 | 0.00 | 0.00 | -23 | -15.65 | 06-30-2024 |
KEENER FINANCIAL PLANNING LLC | COM | 1652 | $11,000 | 124 | 0.01 | 124 | +Inf | 03-31-2024 | |
CGC FINANCIAL SERVICES LLC | COM | 1653 | $9,415 | 120 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
KIMELMAN & BAIRD LLC | COM | 1654 | $9,102 | 116 | 0.00 | 116 | +Inf | 06-30-2024 |