Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 1901 | $6,340 | 54 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STUDIO INVESTMENT MANAGEMENT LLC | PRU | 1902 | $4,934 | 52 | 0.00 | 52 | +Inf | 09-30-2023 | |
LEGEND FINANCIAL ADVISORS INC | COM | 1903 | $5,870 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GS INVESTMENTS INC | COM | 1904 | $5,870 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |