Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST INVESTMENT SOLUTIONS LP | COM | 2351 | $323,856 | 1,859 | 0.00 | 0.00 | -127 | -6.39 | 03-31-2024 |
DESTINATION WEALTH MANAGEMENT | COM | 2352 | $295,440 | 1,858 | 0.00 | 0.00 | -150 | -7.47 | 09-30-2023 |
AVALON CAPITAL MANAGEMENT | COM | 2353 | $323,426 | 1,857 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACRO CONSULTING GROUP | COM | 2354 | $357,000 | 1,855 | 0.18 | 0.19 | 0 | 0.00 | 06-30-2021 |