Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NILSINE PARTNERS LLC | COM | 2401 | $1,648,393 | 4,757 | 0.00 | 0.00 | -9,632 | -66.94 | 12-31-2023 |
STRATEGIC WEALTH MANAGEMENT INC | COM | 2402 | $1,968,000 | 4,743 | 0.97 | 0.81 | 0 | 0.00 | 12-31-2021 |
BRADLEY MARK J | Common Stock | 2403 | $1,470,880 | 4,735 | 0.00 | 0.00 | -1,510 | -24.18 | 06-30-2023 |
CIC WEALTH LLC | COM | 2404 | $1,815,076 | 4,732 | 0.00 | 0.00 | -269 | -5.38 | 03-31-2024 |