Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINE VALLEY INVESTMENTS LTD LIABILITY CO | COM | 1351 | $591,485 | 1,415 | 0.00 | 0.00 | -221 | -13.51 | 03-31-2024 |
RFG ADVISORY LLC | COM | 1352 | $591,341 | 1,415 | 0.00 | 0.00 | 331 | 30.54 | 03-31-2024 |
GUIDANCE CAPITAL INC | COM | 1353 | $559,086 | 1,407 | 0.00 | 0.00 | 336 | 31.37 | 03-31-2024 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1354 | $587,056 | 1,404 | 0.00 | 0.00 | 18 | 1.30 | 03-31-2024 |