Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT SECURITIES GROUP LLC | COM | 351 | $6,000 | 208 | 0.00 | 208 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | Common Stock | 352 | $6,023 | 198 | 0.00 | 0.00 | -273 | -57.96 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 353 | $5,841 | 192 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 354 | $8,342 | 169 | 0.00 | 0.00 | -100 | -37.17 | 06-30-2023 |