Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1301 | $227 | 15 | 0.00 | 0.00 | -5 | -25.00 | 03-31-2024 |
NALLS SHERBAKOFF GROUP LLC | COM | 1302 | $324 | 15 | 0.00 | 0.00 | -5 | -25.00 | 12-31-2023 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 1303 | $0 | 14 | 0.00 | 0.00 | -3 | -17.65 | 06-30-2022 |
HOLLOWAY WEALTH MANAGEMENT LLC | COM | 1304 | $1,000 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |