Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 1051 | $570,000 | 1,213 | 0.05 | 0.04 | 56 | 4.84 | 06-30-2021 |
SYON CAPITAL LLC | Stock | 1052 | $677,002 | 1,207 | 0.00 | 0.00 | 22 | 1.86 | 03-31-2024 |
WAHED INVEST LLC | COM | 1053 | $432,000 | 1,201 | 0.26 | 1,201 | +Inf | 09-30-2022 | |
ICW INVESTMENT ADVISORS LLC | COM | 1054 | $671,216 | 1,197 | 0.00 | 0.00 | 87 | 7.84 | 03-31-2024 |