Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONSTITUTION CAPITAL LLC | SHS | 2351 | $313,740 | 3,600 | 0.00 | 0.00 | -2,150 | -37.39 | 03-31-2024 |
STRAIT & SOUND WEALTH MANAGEMENT LLC | SHS | 2352 | $309,436 | 3,596 | 0.00 | 0.00 | -169 | -4.49 | 12-31-2023 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | SHS | 2353 | $291,538 | 3,586 | 0.00 | 0.00 | 85 | 2.43 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 2354 | $310,752 | 3,569 | 0.00 | 0.00 | -2,164 | -37.75 | 03-31-2024 |