Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWNSQUARE CAPITAL LLC | COM | 1101 | $440,560 | 433 | 0.00 | 0.00 | 66 | 17.98 | 03-31-2024 |
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 1102 | $439,474 | 432 | 0.00 | 0.00 | 25 | 6.14 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 1103 | $438,456 | 431 | 0.00 | 0.00 | 78 | 22.10 | 03-31-2024 |
WESTPAC BANKING CORP | COM | 1104 | $437,439 | 430 | 0.00 | 0.00 | 3 | 0.70 | 03-31-2024 |