Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANTAGE CONSULTING GROUP INC | COM | 1101 | $254,589 | 3,244 | 0.00 | 0.00 | -139 | -4.11 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 1102 | $249,000 | 3,221 | 0.02 | 0.00 | 496 | 18.20 | 03-31-2024 |
TRINITYPOINT WEALTH LLC | COM | 1103 | $251,528 | 3,205 | 0.00 | 0.00 | -728 | -18.51 | 03-31-2024 |
BLUE TRUST INC | COM | 1104 | $250,319 | 3,189 | 0.00 | 0.00 | 735 | 29.95 | 03-31-2024 |