Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | REIT | 351 | $7,000 | 558 | 0.01 | 0.00 | 547 | 4972.73 | 09-30-2023 |
SILICON VALLEY CAPITAL PARTNERS | REIT | 352 | $6,998 | 518 | 0.00 | 518 | +Inf | 06-30-2023 | |
CWM LLC | COM | 353 | $4,000 | 286 | 0.00 | 0.00 | -82 | -22.28 | 03-31-2024 |
ASPIRE PRIVATE CAPITAL LLC | COM | 354 | $3,461 | 270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |