Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | Common Stock | 1401 | $62,546 | 275 | 0.00 | 0.00 | 85 | 44.74 | 12-31-2023 |
CONCORD WEALTH PARTNERS | COM NEW | 1402 | $60,077 | 275 | 0.00 | 0.00 | -97 | -26.08 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1403 | $59,640 | 273 | 0.00 | 273 | +Inf | 03-31-2024 | |
QUILTER PLC | COM NEW | 1404 | $256,504 | 258 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |