Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 1051 | $89,614 | 188 | 0.00 | 0.00 | -1 | -0.53 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1052 | $87,231 | 183 | 0.00 | 0.00 | 60 | 48.78 | 03-31-2024 |
FRED ALGER MANAGEMENT LLC | Common | 1053 | $48,000 | 160 | 0.00 | 160 | +Inf | 03-31-2022 | |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1054 | $76,268 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |