Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHELIEU GESTION SA | COM | 4301 | $10,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
COWEN PRIME ADVISORS LLC | Stock | 4302 | $9,727 | 188 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Cisco Systems, Inc. | 4303 | $8,000 | 170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TEAM FINANCIAL GROUP LLC | Stock | 4304 | $8,538 | 169 | 0.00 | 169 | +Inf | 12-31-2023 |