Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBERG MATTHEW HAMILTON | Stock | 2051 | $250,509 | 490 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GLASSMAN WEALTH SERVICES | COM | 2052 | $224,055 | 489 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
AFT FORSYTH & COMPANY INC | COM | 2053 | $317,200 | 488 | 0.00 | 0.00 | -5 | -1.01 | 03-31-2024 |
JB CAPITAL LLC | COM | 2054 | $316,080 | 486 | 0.00 | 0.00 | -34 | -6.54 | 03-31-2024 |