Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH QUARTERBACK LLC | COM | 1051 | $526,479 | 1,352 | 0.00 | 0.00 | -235 | -14.81 | 09-30-2023 |
HUMMER FINANCIAL ADVISORY SERVICES INC | COM | 1052 | $750,317 | 1,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1053 | $748,093 | 1,346 | 0.00 | 0.00 | 54 | 4.18 | 03-31-2024 |
MGO ONE SEVEN LLC | COM | 1054 | $619,652 | 1,345 | 0.00 | 0.00 | -273 | -16.87 | 12-31-2023 |