Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRITERION CAPITAL ADVISORS LLC | COM | 1001 | $4,274 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
MCF ADVISORS LLC | COM | 1002 | $4,046 | 142 | 0.00 | 0.00 | 29 | 25.66 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 1003 | $3,960 | 139 | 0.00 | 0.00 | -217 | -60.96 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1004 | $3,000 | 137 | 0.00 | 0.00 | 99 | 260.53 | 12-31-2023 |