Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNHILL FINANCIAL LLC | COM | 3301 | $176,965 | 1,224 | 0.00 | 1,224 | +Inf | 12-31-2023 | |
AUTUMN GLORY PARTNERS LLC | COM | 3302 | $206,207 | 1,218 | 0.00 | 1,218 | +Inf | 03-31-2024 | |
LONGVIEW WEALTH MANAGEMENT | COM | 3303 | $203,329 | 1,201 | 0.00 | 1,201 | +Inf | 03-31-2024 | |
CLEARSTEAD TRUST LLC | COM | 3304 | $173,123 | 1,197 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |