Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNALPOINT ASSET MANAGEMENT LLC | SH BEN INT | 101 | $37,336 | 14,036 | 0.00 | 0.00 | 156 | 1.12 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | SH BEN INT | 102 | $36,572 | 13,749 | 0.00 | 0.00 | 304 | 2.26 | 03-31-2024 |
QUADRANT PRIVATE WEALTH MANAGEMENT LLC | SH BEN INT | 103 | $31,920 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMMONWEALTH FINANCIAL SERVICES LLC | SH BEN INT | 104 | $32,160 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |