Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25 | -13.66 | 03-31-2024 |
MCF ADVISORS LLC | COM | 1452 | $106,490 | 155 | 0.00 | 0.00 | 25 | 19.23 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 152 | +Inf | 03-31-2024 | |
NEWFOUND RESEARCH LLC | COM | 1454 | $59,000 | 152 | 0.14 | 0.22 | -120 | -44.12 | 09-30-2022 |