Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COM | 1551 | $91,500 | 2,529 | 0.00 | 0.00 | 1,924 | 318.02 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1552 | $88,702 | 2,441 | 0.00 | 2,441 | +Inf | 12-31-2023 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -871 | -26.32 | 12-31-2023 |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1554 | $81,000 | 2,429 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |