Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SLOCUM GORDON & CO LLP | COM | 2701 | $144,301 | 1,575 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2702 | $140,270 | 1,531 | 0.00 | 1,531 | +Inf | 03-31-2024 | |
SOUND INCOME STRATEGIES LLC | COM | 2703 | $139,788 | 1,526 | 0.00 | 0.00 | -1,523 | -49.95 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | PM | 2704 | $143,439 | 1,525 | 0.00 | 1,525 | +Inf | 12-31-2023 |