Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWSQUARE CAPITAL LLC | Stock | 2651 | $55,202 | 68 | 0.00 | 0.00 | -93 | -57.76 | 12-31-2023 |
MAGELLAN ASSET MANAGEMENT LTD | COM | 2652 | $37,000 | 67 | 0.00 | 67 | +Inf | 09-30-2022 | |
YD MORE INVESTMENTS LTD | COM | 2653 | $52,545 | 65 | 0.00 | 0.00 | -20 | -23.53 | 12-31-2023 |
CRANBROOK WEALTH MANAGEMENT LLC | COM | 2654 | $54,191 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |