Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFO-TDC LLC | COM | 1201 | $1,316 | 12 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CLEAR INVESTMENT RESEARCH LLC | COM | 1202 | $1,748 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 1203 | $1,278 | 12 | 0.00 | 0.00 | 3 | 33.33 | 09-30-2023 |
COLONIAL TRUST CO / SC | Stock | 1204 | $1,396 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |