Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWFOUND RESEARCH LLC | COM NEW | 2151 | $78,000 | 417 | 0.19 | 0.18 | -1 | -0.24 | 09-30-2022 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM NEW | 2152 | $163,228 | 409 | 0.00 | 0.00 | 268 | 190.07 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | COM NEW | 2153 | $14,000 | 400 | 0.01 | 0.01 | 367 | 1112.12 | 03-31-2024 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM NEW | 2154 | $368,000 | 400 | 0.07 | 400 | +Inf | 06-30-2021 |