Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1251 | $8,001 | 35 | 0.00 | 35 | +Inf | 12-31-2023 | |
CENTERPOINT ADVISORS LLC | COM | 1252 | $8,000 | 35 | 0.00 | 0.00 | -5 | -12.50 | 12-31-2023 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1253 | $8,697 | 34 | 0.00 | 0.00 | 13 | 61.90 | 03-31-2024 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 1254 | $8,697 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |