Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1401 | $4,393 | 256 | 0.00 | 256 | +Inf | 12-31-2023 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | 1402 | $4,372 | 247 | 0.00 | 0.00 | -12,135 | -98.01 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | HPE | 1403 | $4,131 | 233 | 0.00 | 0.00 | -171 | -42.33 | 03-31-2024 |
MAIN STREET GROUP LTD | COMMON STOCK | 1404 | $3,908,000 | 230 | 0.00 | 230 | +Inf | 12-31-2023 |