Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 351 | $17,000 | 294 | 0.00 | 0.00 | 12 | 4.26 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 352 | $15,482 | 271 | 0.00 | 0.00 | 1 | 0.37 | 03-31-2024 |
MCILRATH & ECK LLC | COM | 353 | $12,281 | 215 | 0.00 | 0.00 | 2 | 0.94 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 354 | $10,658 | 188 | 0.00 | 188 | +Inf | 03-31-2024 |