Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANITE HARBOR ADVISORS INC | COM | 1351 | $949,212 | 8,369 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIFEPLAN FINANCIAL LLC | COM | 1352 | $814,360 | 8,367 | 0.00 | 8,367 | +Inf | 12-31-2023 | |
MECHANICS FINANCIAL CORP | COM | 1353 | $809,494 | 8,317 | 0.00 | 0.00 | 250 | 3.10 | 12-31-2023 |
PROVIDENCE WEALTH ADVISORS LLC | COM | 1354 | $788,467 | 8,287 | 0.00 | 0.00 | 175 | 2.16 | 09-30-2023 |