Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTFOLIO SOLUTIONS LLC | Stock | 1001 | $264,000 | 1,655 | 0.03 | 1,655 | +Inf | 06-30-2022 | |
MERIT FINANCIAL GROUP LLC | COM | 1002 | $242,549 | 1,655 | 0.00 | 0.00 | 192 | 13.12 | 03-31-2024 |
SIGNATUREFD LLC | COM | 1003 | $239,976 | 1,650 | 0.00 | 0.00 | 121 | 7.91 | 03-31-2024 |
SHUFRO ROSE & CO LLC | COM | 1004 | $237,795 | 1,635 | 0.00 | 0.00 | -499 | -23.38 | 03-31-2024 |