Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1201 | $1,425 | 41 | 0.00 | 0.00 | -15 | -26.79 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 1202 | $1,390 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
LAKE POINT WEALTH MANAGEMENT | COM | 1203 | $1,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
WESTEND CAPITAL MANAGEMENT LLC | COM | 1204 | $1,390 | 40 | 0.00 | 40 | +Inf | 03-31-2024 |