Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 351 | $33,770 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
CLEARSTEAD ADVISORS LLC | COM | 352 | $34,235 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SQUAREPOINT OPS LLC | COM | 353 | $233,000 | 488 | 0.00 | 0.00 | 3 | 0.62 | 06-30-2022 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 354 | $32,420 | 480 | 0.00 | 0.00 | -61 | -11.28 | 03-31-2024 |