Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 1251 | $45,408 | 766 | 0.00 | 0.00 | -20 | -2.54 | 03-31-2024 |
BANK OF NEW HAMPSHIRE | COM | 1252 | $44,934 | 758 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWFOUND RESEARCH LLC | COM | 1253 | $56,000 | 648 | 0.14 | 0.23 | -535 | -45.22 | 09-30-2022 |
NEXT FINANCIAL GROUP INC | COM | 1254 | $59,000 | 644 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2021 |