Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | COM | 1351 | $13,086 | 228 | 0.00 | 0.00 | 1 | 0.44 | 03-31-2024 |
TIMESCALE FINANCIAL INC | COM | 1352 | $15,127 | 224 | 0.00 | 224 | +Inf | 06-30-2023 | |
ORG PARTNERS LLC | K | 1353 | $13,211 | 222 | 0.00 | 222 | +Inf | 09-30-2023 | |
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 1354 | $12,356 | 221 | 0.00 | 221 | +Inf | 12-31-2023 |