Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 1101 | $471,277 | 1,514 | 0.00 | 0.00 | 546 | 56.40 | 03-31-2024 |
CASTLEKNIGHT MANAGEMENT LP | COM | 1102 | $351,450 | 1,500 | 0.00 | 1,500 | +Inf | 09-30-2023 | |
PERSONAL CFO SOLUTIONS LLC | COM | 1103 | $408,283 | 1,499 | 0.00 | 0.00 | 126 | 9.18 | 12-31-2023 |
KOWAL INVESTMENT GROUP LLC | COM | 1104 | $465,675 | 1,496 | 0.00 | 0.00 | 378 | 33.81 | 03-31-2024 |