Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIMAL ASSET MANAGEMENT INC | COM | 1351 | $982,000 | 2,311 | 0.12 | 0.11 | 0 | 0.00 | 09-30-2021 |
WADE G W & INC | COM | 1352 | $1,018,000 | 2,311 | 0.03 | 0.03 | 18 | 0.78 | 12-31-2023 |
TRANQUILITY PARTNERS LLC | COM | 1353 | $980,662 | 2,305 | 0.00 | 0.00 | 8 | 0.35 | 03-31-2024 |
UNITED ASSET STRATEGIES INC | COM | 1354 | $978,611 | 2,300 | 0.00 | 0.00 | 177 | 8.34 | 03-31-2024 |