Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILL CAPITAL PARTNERS LLC | Stock | 2801 | $462,128 | 414 | 0.00 | 0.00 | -4 | -0.96 | 12-31-2023 |
HUMANKIND INVESTMENTS LLC | COM | 2802 | $462,128 | 414 | 0.00 | 0.00 | -55 | -11.73 | 12-31-2023 |
MCNAMARA FINANCIAL SERVICES INC | COM | 2803 | $548,720 | 414 | 0.00 | 414 | +Inf | 03-31-2024 | |
MACH-1 FINANCIAL GROUP LLC | COM | 2804 | $343,031 | 413 | 0.00 | 0.00 | 169 | 69.26 | 09-30-2023 |