Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 2201 | $45,579 | 592 | 0.00 | 592 | +Inf | 03-31-2024 | |
COVESTOR LTD | COMMON | 2202 | $44,000 | 568 | 0.03 | 0.08 | -1,865 | -76.65 | 03-31-2024 |
OFI INVEST ASSET MANAGEMENT | COM | 2203 | $39,778 | 558 | 0.00 | 0.00 | -39 | -6.53 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 2204 | $42,037 | 546 | 0.00 | 0.00 | 22 | 4.20 | 03-31-2024 |