Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 1051 | $42,691 | 578 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1052 | $53,676 | 552 | 0.00 | 552 | +Inf | 03-31-2024 | |
FINTRUST CAPITAL ADVISORS LLC | CL A | 1053 | $53,482 | 550 | 0.00 | 0.00 | -109 | -16.54 | 03-31-2024 |
TRANSAMERICA FINANCIAL ADVISORS INC | CL A | 1054 | $49,000 | 498 | 0.00 | 0.03 | -1,921 | -79.41 | 03-31-2024 |