Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASTRANTUS LTD | COM | 1501 | $443,000 | 2,400 | 0.75 | 2,400 | +Inf | 03-31-2022 | |
GRAYPOINT LLC | Stock | 1502 | $386,835 | 2,394 | 0.00 | 0.00 | -128 | -5.08 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1503 | $386,224 | 2,390 | 0.00 | 0.00 | 61 | 2.62 | 03-31-2024 |
DOMANI WEALTH LLC | COM | 1504 | $303,350 | 2,387 | 0.00 | 0.13 | -512 | -17.66 | 03-31-2023 |