Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 1051 | $23,000 | 101 | 0.01 | 0.04 | -210 | -67.52 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1052 | $16,665 | 97 | 0.00 | 97 | +Inf | 06-30-2023 | |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 1053 | $21,000 | 97 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 1054 | $21,209 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |