Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | COMMON STOCK | 2201 | $9,248 | 76 | 0.00 | 76 | +Inf | 03-31-2024 | |
NEWSQUARE CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -1.32 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -50.00 | 03-31-2024 |
FULLER & THALER ASSET MANAGEMENT INC | Com | 2204 | $8,842 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |