Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 1301 | $77,278 | 555 | 0.00 | 555 | +Inf | 12-31-2023 | |
ORION CAPITAL MANAGEMENT LLC | COM | 1302 | $190,000 | 544 | 0.11 | 0.16 | 0 | 0.00 | 03-31-2022 |
CITIZENS FINANCIAL GROUP INC/RI | COM | 1303 | $247,000 | 522 | 0.01 | 0.01 | -56 | -9.69 | 06-30-2021 |
RAKUTEN SECURITIES INC | COM | 1304 | $69,484 | 506 | 0.00 | 506 | +Inf | 03-31-2024 |