Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM | 1251 | $2,707 | 24 | 0.00 | 24 | +Inf | 03-31-2024 | |
FIRST MANHATTAN CO LLC | COM | 1252 | $2,707 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 1253 | $2,369 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 1254 | $2,279 | 21 | 0.00 | 21 | +Inf | 12-31-2023 |