Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 151 | $187,000 | 11,819 | 0.03 | 11,819 | +Inf | 09-30-2022 | |
PINNACLE PRIVATE WEALTH LLC | UNIT LTD INT | 152 | $153,000 | 10,875 | 0.06 | 0.05 | 0 | 0.00 | 06-30-2022 |
ROOSEVELT INVESTMENT GROUP LLC | UNIT LTD INT | 153 | $141,000 | 10,040 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |