Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK PLACE CAPITAL CORP | Stock | 1651 | $15,165 | 167 | 0.00 | 0.00 | -1 | -0.60 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 1652 | $16,000 | 164 | 0.00 | 164 | +Inf | 06-30-2022 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1653 | $14,802 | 163 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 1654 | $13,936 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |