Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | COMMON STOCK | 1851 | $60,036 | 226 | 0.00 | 226 | +Inf | 03-31-2024 | |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1852 | $58,963 | 225 | 0.00 | 0.00 | 3 | 1.35 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 1853 | $58,275 | 222 | 0.00 | 0.00 | 2 | 0.91 | 03-31-2024 |
TIMESCALE FINANCIAL INC | COM | 1854 | $45,580 | 220 | 0.00 | 220 | +Inf | 06-30-2023 |