Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 1251 | $49,813 | 215 | 0.00 | 0.00 | 93 | 76.23 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1252 | $40,622 | 211 | 0.00 | 211 | +Inf | 12-31-2023 | |
INDEXIQ ADVISORS LLC | CL A COM | 1253 | $43,000 | 203 | 0.00 | 203 | +Inf | 03-31-2022 | |
ROBLE BELKO & COMPANY INC | COM | 1254 | $47,000 | 201 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |