Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS CONSULTING LLC | COM | 2901 | $25,515 | 110 | 0.00 | 0.00 | 1 | 0.92 | 12-31-2023 |
KEENER FINANCIAL PLANNING LLC | COM | 2902 | $28,000 | 109 | 0.02 | 0.01 | 76 | 230.30 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRED ALGER MANAGEMENT LLC | Common | 2904 | $24,000 | 107 | 0.00 | 107 | +Inf | 03-31-2022 |