Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWTON ONE INVESTMENTS LLC | COM | 5151 | $22,323 | 194 | 0.00 | 0.00 | 2 | 1.04 | 06-30-2024 |
MCCARTHY GRITTINGER FINANCIAL GROUP LLC | COM | 5152 | $20,946 | 191 | 0.00 | 191 | +Inf | 03-31-2023 | |
AMERICA FIRST INVESTMENT ADVISORS LLC | COM | 5153 | $21,988 | 191 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 180 | +Inf | 06-30-2024 |